Allvue Investment Management vs Valence
Allvue Investment Management
allvuesystems.comValence
vectorais.comSide by side
| Figure | Allvue Investment Management | Valence |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| Plans published | 1 | 1 |
| Spec score · Fund Administration Software | 8.1 (#5) | 7.1 (#24) |
| AI assistant | Andi is a browser extension that provides in-platform assistance from product documentation for Allvue Credit Front Office workflows. | The beta AI assistant is built into the GP portal and answers natural-language questions about fund data using the latest general-ledger data. |
| Founded | 2019 | 2021 |
| Headquarters | Miami, Florida, United States | United States |
| Purpose | The front-office platform helps credit asset managers manage exposures, risk, and performance across the investment lifecycle. | Valence is a proprietary fund operations platform built for closed-end private market funds, supporting accounting, reporting, and investor communication workflows. |
| Security | Allvue reports completing SOC 1 and SOC 2 Type I and Type II audits and encrypting customer data with unique encryption keys per customer. | Valence data in transit and at rest is encrypted, and files are stored on AWS using AES-256 encryption. |
| Security monitoring | Allvue says its Security Operations Center is monitored 24/7/365 by cybersecurity professionals. | Vector says it conducts quarterly external vulnerability scans and annual third-party penetration tests that include the Valence platform. |
| Support | Existing customers have 24/7 portal access to the Learning Center, Knowledge Base, issue reporting, user access requests, and ticket status. | Customers can contact Valence Support by emailing [email protected]. |
Plans
Allvue Investment Management
- Allvue Portfolio ManagementPriced on request
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.