Allvue Investment Management vs Broadridge Investment Accounting

Allvue Investment Management is a front-office portfolio platform for credit asset managers, bringing portfolio data, risk, performance and workflow tools together across the investment lifecycle. It provides real-time position data, performance attribution, allocation analysis and exposure monitoring. Risk tools include covenant tracking, issuer-level analytics, scenario modeling for stress tests and configurable alerts for events such as watchlist credits and securities. Supported strategies include private debt, broadly syndicated loans, CLOs, asset-based lending and multi-strategy credit portfolios. The platform connects with Allvue Research Management, Trade Order Management and Pipeline Management, and works alongside investment and fund accounting on Microsoft Azure. Octaura supports its CLO and loan trading workflows. Users can choose out-of-the-box reports or build custom views. Andi, a browser extension, provides in-product guidance from documentation for Allvue Credit Front Office products. Allvue describes the platform as cloud-based and available on web and as an extension. The company reports SOC 1 and SOC 2 Type I and Type II audits, customer-specific encryption keys and 24/7/365 security monitoring. Pricing is on request; visitors can request a demo.

Broadridge Investment Accounting is a web platform for administering institutional investment funds and supporting investment management and fiduciary responsibilities. It combines data management, accounting, and reporting, including portfolio accounting, investment and cash management, financial data management, collateral management, and an investment general ledger. The platform supports local government investment pools, commingled funds, and short-term investment fund management. Compliance and risk management accompany real-time business intelligence reporting and analytics. Data functions include aggregation across asset classes, market and reference data management, and automated corporate actions, pricing, and security master processes. Workflow automation and straight-through processing span front, middle, and back offices. Broadridge describes accounting teams maintaining an actionable book of record under industry standards and client-specific service-level agreements. Optional iPAS gives authorized participants online access to balances, statements, confirmations, deposits, withdrawals, and transfers, with configurable limits, approvals, and permissions.