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LP Portfolio Management

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Overview

Allvue Systems’ LP Portfolio Management solution has been designed to enhance LP investment decision making as a fully integrated platform empowering Limited Partners / Investors to perform front-, middle-, and back-office activities within a single unified environment. This solution blends functionalities of CRM, Deal Tracking and Analysis, Portfolio Management and Analysis, Reporting, and Investment Accounting into a single product.

Key Features

  • Single solution lets you track, analyze and amalgamate different alternatives asset classes
  • Rich portfolio insights into your alternative investment exposure through built in robust analytical tools
  • Multiple preset or user-defined performance figures let you evaluate and analyze investments
  • Robust capabilities allow users to collect and warehouse key information and documentation relating to current investments, new opportunities, fund managers, and contact details
  • Modeling capabilities for future cash flows and growth of alternatives investment portfolios allowing you to enhance investment decisions and mitigate portfolio risks
  • Multi-step workflows designed to streamline transactions, portfolio revaluation and new opportunity tracking and analysis

Key Benefits

  • Gain insight into your investments through interactive dashboards, pre-set and customized reporting
  • Track investments from inception to maturity and see granular attributes across assets classes
  • Monitor investments and investment structures easily via streamlined workflows and interactive diagrams
  • Project portfolio development to enhance decision-making, and analysis of performance of investments against the market

Product/Service details