Allvue

Technology

Allvue provides an alternative investment software suite for the entire fund lifecycle with solutions dedicated to capital raising, sourcing and execution, investment management, accounting, asset servicing and investor reporting.

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Lionpoint Service Offering

Project management and oversight

Dedicated resources to ensure the project is executed efficiently and that quality, cost and time-to-value are aligned to business objectives.

System configuration and design

Guidance on best practice system configuration and documentation of requirements and key design decisions.

Process analysis and reengineering

Process mapping and analysis to identify opportunities to reduce effort, risk, and cycle time and streamline operations.

Data migration

Static and transactional data transformation, templating and loading with a detailed reconciliation to financials and key source files.

Report development

Reporting needs analysis, documentation of specifications, and development of reports.

User acceptance testing management

Test script development and execution to ensure system configuration, workflows and report outputs are functioning as expected.

Benefits of impementing with Lionpoint

  • Track Record of Successful Implementations: Awarded Best Consulting Partner by Allvue in 2022 and broadly recognized as the leading provider of private markets technology and operations consulting services
  • Reduced Project Execution Risk: Lionpoint has a library of proven methodologies and project accelerators that we use to ‘hit the ground running’ and deliver project outcomes accurately, and in a timely manner
  • Blend of Industry and Technical Expertise: We focus exclusively on private markets and bring both functional expertise and Allvue systems expertise to each engagement

Allvue’s Solutions

  • Capital Raising: Investor and Investment Management
  • Sourcing & Execution: Pipeline Management, Research Management, Trade Order Management, Compliance
  • Investment Management: Portfolio Management, Fund Performance and Portfolio Monitoring, Performance Attribution, Fund Finance, Business Intelligence
  • Back Office & Investor Portals: Fund Accounting, Investment Accounting, Corporate Accounting, Investor Portal, Asset Servicing

Case study

Lionpoint has a strong track record of successful Allvue implementations.

Intercompany Chargeback Model

Aug 22, 2023

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Get in touch

Request an Allvue assessment.

Get started