The Silicon Review
Many of you are undoubtedly familiar with the term investment management already. Investment management is, of course, the process of overseeing and managing an individual’s wealth. Investment management generally refers to a service provided by a professional. Oftentimes this refers to an investment management firm. Occasionally financially savvy high net worth individuals will manage their own investment portfolios, although it is more commonplace to hire an investment manager. Investment management is very personalized; investment managers do not simply try to make their client as much money as possible. They also make sure to allocate assets by managing their client’s portfolio in ways that cater to the client.
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. The company offers innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes. Allvue was established in 2019 through the merger of Black Mountain Systems and AltaReturn, and currently manages over $2.5 trillion in assets on its platform. The company is based in Miami, FL with locations throughout North America and Europe.
Cutting-Edge Investment Management Solutions Offered
Portfolio Management: Allvue’s Portfolio Management software is an investment management system that integrates all of the information used by a Portfolio Manager into real-time dashboards and interactive reports, allowing you to track investment exposures and risk in one place with comprehensive, accurate, and up-to-date information. Its Portfolio Management solution enables users to get summary information, drill into underlying data and self-service their reporting needs. As an integrated part of Allvue’s Portfolio Management solution, the Enterprise Data Management framework allows managers to establish waterfall rules for contributing systems to create and unify data into a proper golden source dataset, offering a complex business rule-builder for improved control of your valuable data when integrating across a multi-system integration ecosystem.
Trade Order Management: Allvue’s Trade Order Management system offers trading efficiency and compliance by organizing and streamlining daily workflows associated with trading any asset class (e.g. Bank Debt, Bonds, ABS/MBS, Equities, FX, Swaps, other Derivatives, etc.). The company offers a full-featured trade blotter that includes a built-in asset-class modeling tool, foreign exchange support, and integration with master feeds.
Research Management: Allvue’s Research Management software streamlines the collection and distribution of your firm’s research, investment decisioning and monitoring, and integrates it with your portfolio management and trading activities. Leverage an investment research management solution that features a broad set of capabilities and data via integration with Allvue’s other modules, as well as third-party systems and data services.
Investment Accounting: Allvue’s Investment Accounting software is designed from the ground up with proper accounting checks and validation in place on every transaction. Its browser-based investment accounting system allows for easy deployment, scalability and maintenance, and offers seamless integration with the Front Office solution and third-party systems.
Growth Equity: Venture capital and private equity firms in early-stage growth mode need a solution that can handle their unique needs. That’s why Allvue created the Growth Equity solution set – a comprehensive set of best-in-class accounting, reporting, and investor communication solutions, designed to help private equity and venture capital firms solve for the varying challenges they face as their firms grow.
The Leader Upfront
Mark Heimbouch is the Chief Executive Officer of Allvue Systems. He has extensive experience leading successful organizations driving strategy, evolving technology and guiding strategic acquisitions. He most recently served as President of Merchant Solutions at FIS Global in connection with FIS’s acquisition of Worldpay. Prior to the acquisition, Mark served as President, Chief Operating Officer and member of the Board of Directors of Worldpay, Inc. Additionally Mark served as Chief Financial Officer at Vantiv and prior to that held a number of CFO and financial management positions at companies, including Trow Global, Teranex, Jackson Hewitt, Cendant, and First Data. Mark started his career as a Tax Manager at Deloitte.
Mr. Heimbouch holds an MBA from Duke University’s Fuqua School of Business and a Bachelor of Business Administration from the University of Nebraska.