Latest news with #AllvueSystems
Forbes
26-06-2025
- Business
- Forbes
Your Newest Team Member And Partner In Unlocking Employee Velocity: AI
Marc Scheipe, CEO of Allvue Systems. In private equity and venture-backed business-to-business (B2B) technology, doing more with less isn't just a goal; it's the expectation. Efficiency is mandatory, and speed of execution is everything. For those of us building software in the alternative investment space, where complexity is the norm and expectations are sky-high, these challenges are magnified. But today, we're entering a new era; artificial intelligence (AI) is unlocking new levels of growth, streamlining operations and allowing us to tackle problems that once felt out of reach. At my firm, we've embraced AI as a core part of our strategy, not just in the software we sell but in how we operate across every function: product, engineering, customer success, marketing, sales and support. And here's what I've learned: AI is not a tool. It's a collaborator. AI As A Collaborator AI is often positioned in two ways in the workplace: a replacement for human labor or an ally and bandwidth multiplier. Viewing AI as merely a human replacement reduces a complex, transformative technology to a binary outcome. It's a narrow view that misses the broader value AI brings as a force multiplier for human creativity, efficiency and decision making. In our organization, we view AI as a multiplier and a highly efficient, always-on partner that helps us proactively manage our technology and processes, spot issues before they escalate and unlock real operational velocity. Rather than just replace jobs, AI can enhance them. Going Slow To Go Fast: A Framework For Enterprise Leaders For fellow executives wondering how to deploy AI across their own organizations, here's how to think about it: Start by identifying repetitive, manual tasks like note-taking, document search or basic reporting. These are ideal areas to test AI tools while beginning to train teams on how to use them effectively. As teams build familiarity, introduce AI into broader processes that involve multiple functions. Use cases like client history summaries or marketing content workflows can benefit from cross-team alignment and AI-based process redesign. As AI capabilities advance, enterprise leaders should begin asking: How can entire workflows be reimagined as end-to-end AI-driven processes—or be managed by AI agents and orchestrated by humans? Rather than layering AI onto existing steps, the opportunity lies in rethinking how work gets done, from intake to execution, through the lens of automation, orchestration and adaptability. Partnering With AI In Product And Tech AI is enabling product and technology teams to move faster and deliver higher-quality outcomes. AI-generated user stories are being used to convert client feedback into structured development inputs, speeding up planning and reducing ambiguity. AI tools can support developers by suggesting cleaner, more efficient code, while AI-enhanced quality assurance (QA) can help teams catch bugs earlier and maintain consistent quality. Teaming Up With AI To Elevate CX In customer success and support, AI can improve how firms understand and assist clients. AI tools can help generate and deliver more relevant documentation, reduce response times by triaging support requests and provide tailored training resources that evolve alongside products. These advancements can lead to better support experiences, stronger internal knowledge sharing and more responsive service. Sales, Marketing And The New Creative Frontier AI is also reshaping how sales and marketing teams operate. Many organizations now use AI tools to record and analyze sales calls, identifying key trends, objections and client needs. This kind of AI-powered analysis supports more informed decision making and can help teams refine their messaging and approach, ultimately leading to better sales execution. Many marketing teams are also adopting AI to streamline content creation, from generating visuals to writing copy. Looking ahead, AI is expected to play a bigger role in driving campaign execution, launching demand-generation programs and reacting to market shifts with greater speed and precision. Considerations For AI Adoption As fintech companies adopt AI, they should guard against overreliance on machine-generated outputs without human oversight. Errors in data and reporting can quickly lead to compliance issues and reputational risk. Poor data quality is another challenge; AI is only as reliable as the data it is trained on. Rapid expansion without clear goals can waste resources and create a significant amount of technical debt. Successful adoption of AI solutions requires balancing innovation with strong internal governance and rigor around change management. Creating Organizational Velocity The most transformational outcome of AI isn't just about automation or acceleration in isolated functions—it's about igniting enterprise-wide momentum. When every team is empowered by AI to act with speed, precision and cross-functional intelligence, it creates an organization that moves as one. AI becomes the connective tissue that shortens cycles, sharpens decisions and fuels continuous improvement. I've seen firsthand how this kind of velocity compounds: Faster delivery cycles lead to quicker feedback loops, better client outcomes and stronger market positioning. AI can help us to be more responsive without compromising control and to be more creative without sacrificing compliance. The result? An organization that's not just faster but fundamentally more adaptive and aligned. The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation. Forbes Finance Council is an invitation-only organization for executives in successful accounting, financial planning and wealth management firms. Do I qualify?
Yahoo
06-06-2025
- Business
- Yahoo
Allvue Systems Announces White Oak Management S.A. Is Live on Fund Administration Essentials Platform
Deployment underscores Allvue's momentum in Luxembourg and supports White Oak Management's mission to deliver scalable, tech-enabled fund services. NEW YORK, June 06, 2025--(BUSINESS WIRE)--Allvue Systems, a leading provider of cloud-based technology for investment managers and fund administrators, today announced that Luxembourg-based White Oak Management S.A. has officially gone live on Allvue's Fund Administration platform. White Oak Management selected Allvue to power its fund administration offering, enabling the firm to deliver streamlined operations, automated workflows, and superior reporting capabilities to its customers. As White Oak Management expands its footprint in Luxembourg's financial services landscape, Allvue's integrated, cloud-native platform provides the scalability and efficiency needed to meet the evolving demands of the alternatives markets. "We chose Allvue because we needed more than just software — we needed a long-term technology partner with the ability to support our growing business in the region," said Gabor Mocskonyi, Managing Director of White Oak Management. "Allvue's robust reporting capabilities, operational flexibility, and seamless investor experience enables us to provide the level of service our clients expect as we scale." "White Oak Management is exactly the kind of partner we built Fund Administration Essentials for — a forward-thinking firm focused on delivering premium client service with operational excellence," said James DiCostanzo, Head of the Fund Administration line of business at Allvue Systems. "We're especially proud to support their growth in the Luxembourg region, where demand is rising for next-generation fund servicing capabilities." The deployment also underscores Allvue's ability to support Transfer Agent operations — a critical pillar in fund administration. Allvue's capabilities empower firms like White Oak Management to manage investor information, account maintenance, and ongoing due diligence. The platform also supports capabilities related to transaction administration, as well as fund accounting, and investor relations. With Allvue, administrators can deliver a seamless and compliant investor experience, from onboarding to reporting. Allvue's Fund Administration platform is designed to help fund administrators scale to meet modern challenges through: Powerful fund accounting and general ledger tools Collaborative client portals and reporting dashboards Investment and investor management tools to meet Transfer Agent responsibilities Industry leading reporting capabilities A modern, API-first architecture for integration and growth "This successful deployment further reinforces Allvue's commitment to supporting administrators across Europe with purpose-built solutions that accelerate growth, reduce operational risk, and elevate the investor experience," said Iryan Clunis, Head of EMEA at Allvue Systems. To learn more visit About Allvue Systems Allvue is headquartered in Miami with locations globally throughout North America, Europe and India. Allvue is a recognized leader of cloud-based technology, AI, data, and services solutions for alternative investment managers in the private capital markets. Our integrated suite of software empowers firms of all sizes—including private equity managers, private debt managers, public credit managers, fund administrators, and banks—to streamline operations, enhance data accuracy, and drive superior investment decisions. Allvue has made deep investments in AI research and development as part of its commitment to innovation, which will enable clients to optimize workflows, automate processes, and gain deeper analytical insights across the entire investment lifecycle. About White Oak Management S.A. White Oak Management S.A. is a Luxembourg-based firm offering bespoke family office, corporate, and administrative services. Founded with a client-centric philosophy, the firm is known for its rigorous service quality, regulatory compliance, and long-standing client relationships. Learn more at View source version on Contacts Press Contacts for Allvue: Laura SankowichAllvue Systems484.354.3918lsankowich@ Jide AdesesanAllvue@ Made By Giants Press Contact for White Oak Gabor MocskonyiWhite Oak Management+352 2899 Sign in to access your portfolio
Business Wire
06-06-2025
- Business
- Business Wire
Allvue Systems Announces White Oak Management S.A. Is Live on Fund Administration Essentials Platform
NEW YORK--(BUSINESS WIRE)--Allvue Systems, a leading provider of cloud-based technology for investment managers and fund administrators, today announced that Luxembourg-based White Oak Management S.A. has officially gone live on Allvue's Fund Administration platform. White Oak Management selected Allvue to power its fund administration offering, enabling the firm to deliver streamlined operations, automated workflows, and superior reporting capabilities to its customers. As White Oak Management expands its footprint in Luxembourg's financial services landscape, Allvue's integrated, cloud-native platform provides the scalability and efficiency needed to meet the evolving demands of the alternatives markets. 'We chose Allvue because we needed more than just software — we needed a long-term technology partner with the ability to support our growing business in the region,' said Gabor Mocskonyi, Managing Director of White Oak Management. 'Allvue's robust reporting capabilities, operational flexibility, and seamless investor experience enables us to provide the level of service our clients expect as we scale.' 'White Oak Management is exactly the kind of partner we built Fund Administration Essentials for — a forward-thinking firm focused on delivering premium client service with operational excellence,' said James DiCostanzo, Head of the Fund Administration line of business at Allvue Systems. 'We're especially proud to support their growth in the Luxembourg region, where demand is rising for next-generation fund servicing capabilities.' The deployment also underscores Allvue's ability to support Transfer Agent operations — a critical pillar in fund administration. Allvue's capabilities empower firms like White Oak Management to manage investor information, account maintenance, and ongoing due diligence. The platform also supports capabilities related to transaction administration, as well as fund accounting, and investor relations. With Allvue, administrators can deliver a seamless and compliant investor experience, from onboarding to reporting. Allvue's Fund Administration platform is designed to help fund administrators scale to meet modern challenges through: Powerful fund accounting and general ledger tools Collaborative client portals and reporting dashboards Investment and investor management tools to meet Transfer Agent responsibilities Industry leading reporting capabilities A modern, API-first architecture for integration and growth 'This successful deployment further reinforces Allvue's commitment to supporting administrators across Europe with purpose-built solutions that accelerate growth, reduce operational risk, and elevate the investor experience,' said Iryan Clunis, Head of EMEA at Allvue Systems. To learn more visit About Allvue Systems Allvue is headquartered in Miami with locations globally throughout North America, Europe and India. Allvue is a recognized leader of cloud-based technology, AI, data, and services solutions for alternative investment managers in the private capital markets. Our integrated suite of software empowers firms of all sizes—including private equity managers, private debt managers, public credit managers, fund administrators, and banks —to streamline operations, enhance data accuracy, and drive superior investment decisions. Allvue has made deep investments in AI research and development as part of its commitment to innovation, which will enable clients to optimize workflows, automate processes, and gain deeper analytical insights across the entire investment lifecycle. White Oak Management S.A. is a Luxembourg-based firm offering bespoke family office, corporate, and administrative services. Founded with a client-centric philosophy, the firm is known for its rigorous service quality, regulatory compliance, and long-standing client relationships. Learn more at
Business Wire
14-05-2025
- Business
- Business Wire
Allvue Systems Launches the Allvue Agentic AI Platform, the First AI Platform Purpose-Built for the Alternatives Industry
NEW YORK--(BUSINESS WIRE)--Allvue Systems, a leading provider of technology for the alternative markets, today announced the launch of the Allvue Agentic AI Platform, the first agentic AI platform purpose-built for the alternatives market. Allvue is propelling the alternative investments ecosystem into a new era with the launch of its AI platform, expanding the very future of what's possible. Designed to transform how investment professionals interact with technology, the Allvue Agentic AI Platform blends intelligent workflow automation with relevant context to deliver faster, smarter, and more intuitive decision-making across the investment lifecycle to help firms scale and deliver optimized returns to GPs. Allvue is also launching Andi, Allvue's AI assistant, a browser-based knowledge agent that provides on-demand product guidance and navigation support across Allvue's Credit Front Office suite. This includes Portfolio Management, Research Management, Trade Order Management, Compliance, and Fund Finance. Initially focused on system navigation and product documentation, the Andi AI assistant will evolve to support more advanced use cases—such as querying portfolio data, interpreting compliance rules, surfacing trade and research insights, and creating investment tear sheets. This marks the beginning of a roadmap that will introduce additional agents across private equity, venture capital, and fund administration. 'With the Allvue Agentic AI platform, we're reimagining how investment professionals interact with technology in alternatives,' said Ivan Latanision, Chief Product Officer at Allvue. 'The Andi AI assistant is the first step toward an intelligent future where software proactively supports the full investment lifecycle.' Built for Alternatives—Powered by Context Embedded directly into product headers and browser environments, the Andi AI assistant enables users to query product documentation, navigate complex workflows, and surface critical insights using natural language in a contextual, secure and seamless experience. It acts as a subject matter expert, delivering fast, contextual responses to 'how to' product questions directly from Allvue's documentation. Core Andi AI capabilities include: Seamless Installation: One-click enablement across credit products. Flexible Interface: Embedded guidance that integrates smoothly without disrupting workflows. Context-Aware Intelligence: Firm-specific configuration ensures accurate, role-based answers. Guided Discovery: Suggests helpful prompts based on user activity and queries. Continuous Learning: Improves with feedback to offer increasingly relevant support. Data Querying (Upcoming): Users will be able to ask Andi questions about portfolio data, holdings, compliance status, trade history, and more using AI that adapts to each firm's configuration and data permissions. A Vision for Agentic AI Workflows Across the Investment Lifecycle The launch of the Allvue Agentic AI Platform is part of Allvue's broader 2025 AI strategy: to deliver integrated intelligence that brings the future of alternative investing into clear focus by combining intelligent workflows with actionable data, unified through AI. This vision drives smarter decisions, faster execution, and more cohesive operations across front, middle, and back-office functions. Future agents are in development to support tasks like document extraction, analysis and classification as well as workflow automation. Additional capabilities that will be supported by Andi AI agents include predictive portfolio insights and real-time decision support, proactive risk management, and reporting and performance analytics across portfolios and investment strategies. Built for Enterprise Trust: Secure, Responsible, Transparent Allvue's Agentic AI Platform is developed with the highest standards of enterprise security, data privacy, and model governance. Key protections include: Data Privacy & Isolation: Client data processed through the Allvue AI Platform is never stored, logged, or used to train foundation models. All interactions are ephemeral and handled securely in real time. Model Isolation: The Allvue AI Platform is walled off from foundational model training pipelines. Client data is not and will never be used to train or fine-tune base models. Secure API & Access Controls: All communication is encrypted (TLS 1.2+), with strict authentication protocols and role-based access control supported by full audit logging. 'The Allvue Agentic AI Platform is the product of deep partnership with our users, grounded in their workflows and powered by secure infrastructure and domain expertise. This is real, actionable AI that drives outcomes across the lifecycle,' added Latanision. 'Our vision is to deliver integrated intelligence into our workflows that brings the future of alternative investing into clear focus. We're building what our clients are asking for.' Learn More Allvue's Agentic AI Platform and the Andi AI assistant are both available today to select users in Allvue's Credit Front Office suite, with broader rollout and new agentic capabilities planned throughout 2025. To learn more, visit About Allvue Systems Allvue is headquartered in Miami with locations globally throughout North America, Europe and India. Allvue is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the alternatives markets. Our integrated suite of software empowers firms of all sizes—including private equity managers, private debt managers, public credit managers, fund administrators, and banks —to streamline operations, enhance data accuracy, and drive superior investment decisions. Allvue has made deep investments in AI research and development as part of its commitment to innovation, which will enable clients to optimize workflows, automate processes, and gain deeper analytical insights across the entire investment lifecycle.
