Allvue LP Portfolio Management

Allvue LP Portfolio Management

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Allvue LP Portfolio Management

Overview

What is Allvue LP Portfolio Management?

Allvue’s LP Portfolio Management solution is a platform designed to enable Limited Partners/Investors to perform front-middle-, and back-office activities within a single unified environment. It blends functionalities of CRM, Deal Tracking and Analysis, Portfolio Management and Analysis, Reporting, and Investment...
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Pricing

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What is Allvue LP Portfolio Management?

Allvue’s LP Portfolio Management solution is a platform designed to enable Limited Partners/Investors to perform front-middle-, and back-office activities within a single unified environment. It blends functionalities of CRM, Deal Tracking and Analysis, Portfolio Management and Analysis, Reporting,…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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What is RightCapital?

According to the vendor, RightCapital's financial planning solution allows financial advisors to: •Differentiate their value for more clients. •Create a simple plan in as little as 10 minutes. •Empower themselves to evolve with planning needs.

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Product Details

What is Allvue LP Portfolio Management?

Allvue’s LP Portfolio Management solution is a platform designed to enable Limited Partners/Investors to perform front-middle-, and back-office activities within a single unified environment. It blends functionalities of CRM, Deal Tracking and Analysis, Portfolio Management and Analysis, Reporting, and Investment Accounting into a single product. Users can manage multiple alternative asset classes, track new opportunities, generate and analyze performance figures, perform detailed analysis of current investments, and model future cash flows and portfolio growth.

The solution helps users:

  • Track, analyze and amalgamate different alternatives asset classes utilizing one solution
  • Monitor and gain insight into a portfolio’s alternatives investment exposure using a dashboard, and prebuilt and customizable reports
  • Generate multiple preset or user-defined performance figures to track and analyze investments
  • Track contact information and documents associated with each investment
  • Model future cash flows and growth of alternatives investment portfolios to enhance investment decisions and reduce portfolio risks
  • Track transactions and perform detailed revaluation of your alternative investments through dedicated workflows

Allvue LP Portfolio Management Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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