Allvue Investment Management vs SS&C Advent Axys

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.

SS&C Advent Axys is paid Windows software that automates portfolio reporting and accounting for investment firms. SS&C Advent positions it as a turnkey system for asset managers, wealth managers, and family offices. It supports tax-lot or average-cost accounting and trade-date or settlement-date accounting, covering cash, equities, fixed income, mortgage-backed securities, and other security types. Hundreds of predefined reports are included, and Axys Report Writer Pro supports custom reports. Performance calculations include time-weighted and internal rates of return, blended benchmarks, and GIPS performance measurement and reporting. Reports can be restated in any currency, with international withholding tax calculations and tracking for trading, income, and risk currencies. Interfaces include ICE Data Service, DTCC, brokerage firms, custodians, Advent Custodial Data, and Advent Corporate Actions. These connections can automate reconciliation of trades, settlements, transactions, and positions. Pricing is on request, and the product page invites firms to request a personalized demo.