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SPECIFICTION
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Allvue Investment Management vs bunch

Allvue Investment Management

allvuesystems.com

bunch

bunch.capital

Side by side

FigureAllvue Investment Managementbunch
Price from——
Free plan——
Free trial——
Open source——
WebYesYes
Plans published11
Spec score · Fund Administration Software8.1 (#5)7.6 (#14)
Founded20192021
HeadquartersMiami, Florida, United StatesBerlin, Germany
IntegrationsAllvue says Portfolio Management integrates with Research Management, Trade Order Management, and Pipeline Management, and can integrate third-party, accounting, and trade data with financial models.bunch describes built-in bank integrations for bulk payments and automatic reconciliation across LPs.
Pricing availabilityThe product page invites visitors to request a demo and does not state a price.The pricing page directs prospective customers to contact sales and does not show prices.
PurposeThe front-office platform helps credit asset managers manage exposures, risk, and performance across the investment lifecycle.bunch combines secure data infrastructure, AI-powered workflows, and expert fund services for modern fund managers.
SecurityAllvue reports completing SOC 1 and SOC 2 Type I and Type II audits and encrypting customer data with unique encryption keys per customer.The homepage displays an ISO 27001 certified Information Security Management badge.
SupportExisting customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status.Fund administration includes dedicated key account managers, fund accountants, and specialists working within the bunch environment.
Who it servesAllvue describes its Portfolio Management solution as purpose-built for credit asset managers, including managers of private debt, CLO, and public credit strategies.The pricing page describes offerings for fund managers, private investors, venture capital and private equity.

Plans

Allvue Investment Management

  • Allvue Portfolio ManagementPriced on request

Allvue Investment Management pricing →

bunch

  • Custom solutionPriced on request

bunch pricing →

In their own words

Allvue Investment Management

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.

Visit allvuesystems.com

bunch

bunch is a web-based system for private markets combining secure data infrastructure, AI-powered workflows and fund services. Fund managers can set up and manage funds digitally from idea through distribution. Its investor portal handles communications, capital calls and digital limited-partner workflows. Fund accounting and reporting supports customizable, white-labelled investor reports plus integrated tax and audit workflows. Treasury features include transaction monitoring, payment tracking and distributions to more than 100 investors at once. Built-in bank integrations support bulk payments, automatic reconciliation across LPs and connections to external accounts. Compliance workflows cover KYC, AML, FATCA and CRS with jurisdiction-specific filing structures. The platform supports capital account tracking, NAV workflows and capital calls. Calls, payments and confirmations are traceable through audit trails aligned to CSSF, FCA and BaFin expectations, and the site displays an ISO 27001 Information Security Management badge. Fund Admin Services include dedicated key account managers, fund accountants and specialists. bunch serves fund managers, private investors, venture capital and private equity.

Visit bunch.capital