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Allvue Systems’ Research Management module streamlines the collection and distribution of your firm’s research, investment decisioning and monitoring, and integrates it with your portfolio management and trading activities.
- Manage investment pipeline, review, decision making, approval, and monitoring processes, with all relevant data and documents in a single location
- Automatically identify missing or bad data across the entire organization
- Capture, organize, and report analyst credit & industry commentary, underwriting analysis, investment rationale and updates, related attachments, and reporting events
- Capture and report on company financial data in flexible ways that allow analysts to work efficiently without redundant data entry
- Automate deal pipeline, investment approval, and monitoring reports
- Integrates with a wide variety of third-party data such as ratings, pricing, security and loan information
- Lets users populate watch lists and trigger alerts as financials are uploaded
- Provides access to a fully audited history of all information related to all deals reviewed, regardless of investment decision
- Allows you to leverage a broad set of features and data through integration with Allvue’s other modules, as well as third-party systems and data services
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