Kingswood Capital Management selects Allvue Investment Accounting for Portfolio and Investment Performance and Planning

In 2023, Kingswood Capital Management, a United States based Professional Services organization with 30 employees and revenues of $3M selected Allvue Investment Accounting for Portfolio and Investment Performance and Planning while displacing Legacy, and integrating with the existing systems being used.

Customer	Vendor	Old Product	New Product	Category	Market	Users	VAR/SI	When	Live
Kingswood Capital Management	Allvue Systems	Legacy	Allvue Investment Accounting	Portfolio and Investment Performance and Planning	Investment Management	n/a	n/a	2023	2023

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