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Research Management

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Overview

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.

Key Features

  • 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

Key Benefits

  • 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

Product/Service details

SOLUTION OR SERVICE TYPE