List of Allvue Research Management Software Customers
Coral Gables, 33134, FL,
United States
Since 2010, our global team of researchers has been studying Allvue Research Management Software 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 Research Management Software for Investment Research and Market Intelligence 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 Research Management Software for Investment Research and Market Intelligence include: Manulife Financial, a Canada based Insurance organisation with 38000 employees and revenues of $32.02 billion, Guggenheim Strategic Opportunities Fund, a United States based Banking and Financial Services organisation with 2000 employees and revenues of $190.0 million, Ver Capital, a Italy based Banking and Financial Services organisation with 30 employees and revenues of $12.0 million and many others.
Contact us if you need a completed and verified list of companies using Allvue Research Management Software, 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 Research Management Software 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Guggenheim Strategic Opportunities Fund | Banking and Financial Services | 2000 | $190M | United States | Allvue Systems | Allvue Research Management Software | Investment Research and Market Intelligence | 2024 | Lionpoint Group |
In 2024, Guggenheim Strategic Opportunities Fund deployed Allvue Research Management Software alongside Allvue Portfolio Management as a consolidated Portfolio Management and Research Management implementation across its U.S. investment teams. Lionpoint Group oversaw the program and Allvue announced the solution went live in September 2024, establishing a single-vendor research and portfolio platform for the firm’s credit strategies.
The implementation centered on Allvue’s Research Management and Portfolio Management capabilities, configured to support public credit and private debt portfolio workflows. Functional emphasis included structured research capture, position and exposure tracking, analytics for credit instruments, and workflow orchestration to align research outputs with portfolio decisioning for credit teams.
Deployment covered Guggenheim’s U.S. investment teams focused on public credit and private debt, with Lionpoint Group managing the rollout and cutover activities that culminated in the September 2024 go-live. The project consolidated prior operational processes into Allvue Research Management Software and Allvue Portfolio Management to streamline portfolio and research operations across trading, portfolio management, and research functions.
Governance was formalized during the rollout with implementation oversight by Lionpoint Group and operational handoff to Guggenheim Investments teams upon go-live. Allvue announced that post-launch the environment delivered improved analytics and operational efficiency for the firm’s credit strategies as the primary stated outcome.
|
 |
Manulife Financial | Insurance | 38000 | $32.0B | Canada | Allvue Systems | Allvue Research Management Software | Investment Research and Market Intelligence | 2024 | KPMG |
In 2024, Manulife Financial selected Allvue Research Management Software and Allvue Portfolio Management to centralize credit portfolio monitoring and investment research for its public and private credit books in Canada. The implementation maps to the Apps Category .
The deployment scope is focused on Manulife’s General Account Investment Group, targeting enterprise coverage of Canadian public and private credit portfolios. Allvue Research Management Software will serve as the central research repository and workflow hub, while Portfolio Management will provide the monitoring and investment position view required for credit portfolio oversight. Configuration work is expected to align research metadata, security roles, and audit trails with investment team workflows.
KPMG is overseeing the implementation and the program is structured as an enterprise phased rollout, with a live date estimated in 2025 following the May 2024 contract announcement. Integrations are planned around data ingestion and reconciliation for credit positions and research artifacts, with implementation governance driven from the investment group and KPMG program management. Operational coverage explicitly includes investment research, credit monitoring, and portfolio analytics within the General Account.
Governance and process restructuring will center on standardizing research intake, approval workflows, and access controls to support distributed credit analysts and portfolio managers. KPMG’s oversight indicates centralized program governance, milestone tracking, and phased cutover planning toward the 2025 go live. Allvue Research Management Software is restated as the core research platform in this deployment.
|
 |
Ver Capital | Banking and Financial Services | 30 | $12M | Italy | Allvue Systems | Allvue Research Management Software | Investment Research and Market Intelligence | 2021 | n/a |
In 2021 Ver Capital implemented Allvue Research Management Software as part of Allvue’s front-to-back credit suite to consolidate portfolio management, trade and order workflows, compliance, and investment accounting across its European credit strategies. The engagement was announced in 2021 and the programed implementation work was planned to extend into 2022, aligning delivery with analyst workflow priorities and reporting requirements.
The deployment centralized the Research Management capabilities of Allvue alongside portfolio management and accounting functions, configuring research capture, thesis documentation, and instrument-level data feeds to reduce manual aggregation. Functional modules explicitly included research workflow orchestration, trade/order workflow consolidation, compliance check sequencing, and investment accounting reconciliation, with configuration focused on reducing analyst overhead and standardizing documentation.
Operational coverage targeted Ver Capital’s European credit strategies and the investment team, bringing portfolio managers, research analysts, and compliance reviewers onto the same platform. Integrations were executed at a functional level to unify order workflows and accounting outputs with research records, enabling consistent data lineage across research, trading, and accounting processes.
Governance and rollout emphasized phased adoption through 2022, prioritizing research workflow stabilization before wider accounting and compliance activation. The expected outcome stated by Ver Capital was to enable analysts to spend more time on fundamental research and less on manual data aggregation, with the Allvue Research Management Software serving as the central repository and workflow engine for those changes.
|
Buyer Intent: Companies Evaluating Allvue Research Management Software
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||