List of Allvue Portfolio Management Customers
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United States
Since 2010, our global team of researchers has been studying Allvue Portfolio Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Allvue Portfolio Management for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Allvue Portfolio Management for Portfolio and Investment Management include: SOSV, a United States based Banking and Financial Services organisation with 100 employees and revenues of $30.0 million, AlbaCore Capital Group, a United Kingdom based Banking and Financial Services organisation with 70 employees and revenues of $7.0 million, Accomplice Fund I, a United States based Banking and Financial Services organisation with 20 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Allvue Portfolio Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Allvue Portfolio Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Accomplice Fund I | Banking and Financial Services | 20 | $2M | United States | Allvue Systems | Allvue Portfolio Management | Portfolio and Investment Management | 2019 | n/a |
In 2019 Accomplice Fund I implemented Allvue Portfolio Management. Apps Category: . The firm moved from spreadsheets and disparate tools to Allvue Portfolio Management to modernize its venture capital operations for US-based activities, consolidating back-office accounting and LP reporting into a single application.
Configuration work in Allvue Portfolio Management centered on fund accounting, investor reporting and portfolio management modules, aligning fund-level ledgers, distribution schedules and standardized LP statement generation into repeatable workflows. The full application name Allvue Portfolio Management was used to centralize portfolio monitoring and to configure investor portal reporting templates and automated statement production.
Operational scope focused on US venture activities and core back-office functions including accounting and investor relations, with governance efforts to centralize reporting ownership and standardize reporting cadence. The rollout emphasized procedural consolidation of spreadsheet-driven processes into the platform, producing faster, more scalable reporting and an improved investor portal experience.
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AlbaCore Capital Group | Banking and Financial Services | 70 | $7M | United Kingdom | Allvue Systems | Allvue Portfolio Management | Portfolio and Investment Management | 2021 | n/a |
In 2021, AlbaCore Capital Group deployed Allvue Portfolio Management to provide deeper portfolio insight and to support growth of its credit and CLO investment activities across Europe. The implementation positioned Allvue Portfolio Management as the firm level Portfolio Management platform to centralize position visibility and streamline investment reporting workflows.
The deployment centered on portfolio monitoring and investment reporting capabilities, with inferred usage of Allvue Portfolio Management and Portfolio Monitoring modules to capture position-level data and standardize reporting outputs. Configuration emphasis was on credit and CLO instrument coverage and on automating periodic reporting chains used by the investment team and external reporting recipients.
Operational scope covered AlbaCore's investment management and portfolio operations functions in Europe, aligning front office monitoring with middle office reporting processes. Integrations are not specified in source information, the implementation narrative therefore focuses on internal workflow consolidation and data model configuration within the Allvue Portfolio Management environment.
Governance changes emphasized centralized report generation and standardized portfolio monitoring procedures to support scalable growth in credit and CLO activities. The project delivered improved portfolio visibility and scalability for the firm through Allvue Portfolio Management, improving investment management and reporting workflows as stated in the implementation notes.
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SOSV | Banking and Financial Services | 100 | $30M | United States | Allvue Systems | Allvue Portfolio Management | Portfolio and Investment Management | 2018 | n/a |
In 2018, SOSV implemented Allvue Portfolio Management to modernize VC reporting and fund operations across its accelerator and venture capital programs. The deployment targeted fund accounting and LP reporting processes in the United States and globally, consolidating reporting workflows for both accelerator funds and VC vehicles.
Configuration emphasized core Portfolio Management capabilities, with inferred use of investment and fund accounting modules and portfolio monitoring functionality to support NAV calculation, capital call and distribution tracking, and performance reporting. Allvue Portfolio Management centralized position and transaction records, reducing reliance on spreadsheets and enabling more timely LP reporting.
Operational coverage included fund operations and investor relations teams, standardizing reporting cadence and governance across SOSV programs and regions. The rollout restructured reporting workflows around a single portfolio management platform, embedding new operational controls and a centralized reporting model, which directly addressed spreadsheet-driven processes and improved LP reporting timeliness.
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Buyer Intent: Companies Evaluating Allvue Portfolio Management
- Law Office Of Thomas A. Farinella, a United States based Professional Services organization with 10 Employees
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