List of Allvue Portfolio Monitoring Customers
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Since 2010, our global team of researchers has been studying Allvue Portfolio Monitoring 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 Monitoring for Portfolio and Investment Performance and Planning 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 Monitoring for Portfolio and Investment Performance and Planning include: Praxis, a United Kingdom based Professional Services organisation with 800 employees and revenues of $200.0 million, Stafford Capital Partners United Kingdom, a United Kingdom based Banking and Financial Services organisation with 56 employees and revenues of $34.0 million, Lafayette Square, a United States based Banking and Financial Services organisation with 86 employees and revenues of $15.0 million and many others.
Contact us if you need a completed and verified list of companies using Allvue Portfolio Monitoring, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Lafayette Square | Banking and Financial Services | 86 | $15M | United States | Allvue Systems | Allvue Portfolio Monitoring | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Lafayette Square implemented Allvue Portfolio Monitoring as part of a front-to-back investment technology deployment in the United States. The Apps Category is .
The deployment bundled Portfolio Management, Investment Accounting and Fund Accounting modules, configured to centralize finance and investment management workflows for the firm. Allvue Portfolio Monitoring is referenced as the monitoring layer, with portfolio monitoring usage inferred from the integrated deployment of Portfolio Management and related accounting modules that feed analytic and dashboarding capabilities. The implementation emphasized integrated position and NAV data models, reconciliation workflows and role-based interactive reporting for finance and investment teams.
Operational coverage targeted Lafayette Square's finance and investment functions across its United States operations, consolidating portfolio oversight, fund accounting and investment accounting processes. Governance focused on centralized data models and reconciliation checkpoints to support real-time dashboards and interactive reporting, and the selection rationale cited streamlining finance and investment management workflows and boosting operational efficiency and transparency.
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Praxis | Professional Services | 800 | $200M | United Kingdom | Allvue Systems | Allvue Portfolio Monitoring | Portfolio and Investment Performance and Planning | 2025 | n/a |
In 2025, Praxis implemented Allvue Portfolio Monitoring as part of a broader deployment of Allvue Fund Administration Essentials announced in January 2025. Praxis is a United Kingdom professional services firm with approximately 800 employees, and the rollout targeted fund administration and finance process areas serving clients in the Middle East.
The Allvue Portfolio Monitoring deployment emphasized investor reporting and transparent access to portfolio performance, aligned with the fund administration/finance category. Functional capabilities implemented include consolidated investor reporting, portfolio performance dashboards, portfolio-level monitoring and configuration-driven reporting templates and automated distribution workflows consistent with Fund Administration Essentials.
Operational scope covered fund administration and finance teams supporting Middle East client accounts, with data orchestration and reporting workflows delivering client transparency. Governance centered on role-based access controls and configuration governance to manage investor reporting outputs, and the implementation moved to live production status in January 2025 as announced.
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Stafford Capital Partners United Kingdom | Banking and Financial Services | 56 | $34M | United Kingdom | Allvue Systems | Allvue Portfolio Monitoring | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021 Stafford Capital Partners United Kingdom implemented Allvue Portfolio Monitoring using Allvue’s LP Portfolio Management capabilities to integrate portfolio performance reporting and monitoring across strategies within its investment and finance operations. The engagement was announced in 2021 and centered on delivering standardized reports and dashboards to consolidate portfolio visibility.
Allvue Portfolio Monitoring was configured to provide centralized portfolio monitoring, performance reporting, and consolidated holdings views, with standardized report templates and dashboarding as primary functional modules. The implementation emphasized automated consolidation of position and performance data to support multi-strategy oversight and routine investor reporting.
The deployment included integration with fund accounting to align accounting data with portfolio performance feeds, creating a more automated and consolidated view of holdings and performance across funds. Operational scope focused on Stafford Capital Partners’ investment and finance teams in the United Kingdom, streamlining reporting workflows and data reconciliation between portfolio monitoring and accounting functions.
Governance and rollout concentrated on standardizing reporting cadence and dashboard ownership, embedding portfolio monitoring into existing investment operations workflows. The engagement delivered standardized reports and dashboards and integrated fund accounting, producing a more automated, consolidated view of holdings and performance as stated in the engagement details.
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