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Allvue Investor Portal from Allvue Systems
Cloud-based portal providing investors with self-service access to key fund documents, communications, capital statements, and performance reports; supports secure, real-time engagement.
Product analysis by function
Investor Communications Systems for Client Relationship Management
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
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Communication Channels
(0 Yes /0 Known /10 Possible features)
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Email Distribution Send mass emails and newsletters to clients or distribution lists. |
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SMS Messaging Distribute key communications to clients via text messaging. |
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Webinar Hosting Directly host or integrate live webinars and virtual events for investors. |
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Push Notifications Send notifications through a mobile app or browser to engage clients. |
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Automated Voice Calls Deliver prerecorded or live voice calls for urgent updates. |
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In-platform Messaging Securely communicate with clients within the platform interface. |
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Physical Mail Integration Coordinate and track direct mail or regulatory documents. |
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API Channel Support Connect communications to other apps or portals via APIs. |
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Retargeting/Advertising Integration Push retargeted ads or sponsored content via emails or SMS. |
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Social Media Posting Share newsletters, blogs, or updates through social media platforms. |
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Audience Segmentation
(0 Yes /0 Known /10 Possible features)
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Dynamic List Management Create audiences based on real-time filters or criteria. |
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Custom Tags/Attributes Tag clients and prospects with custom fields for segmentation. |
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Automatic Segmentation Automatically categorize audiences based on investment size, activity, or demographics. |
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Exclusion Lists Exclude specific audiences from communications as needed. |
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Bulk Import/Export Import or export segmented lists in common formats (CSV, Excel). |
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Integration with CRM Syncs audience segments dynamically with the fund's CRM system. |
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Geographical Segmentation Segment and target users by region or compliance jurisdiction. |
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Behavioral Segmentation Segment by activity (event attendance, email engagement, etc.). |
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Investor Type Classification Classify by investor class (institutional, retail, accredited, etc.). |
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Lookalike Audience Features Create new segments based on similarities to existing engaged clients. |
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Content Management
(0 Yes /0 Known /10 Possible features)
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Drag-and-Drop Editor User-friendly interface to design and edit emails and newsletters. |
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Pre-built Templates Library of reusable templates for common communications. |
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Version Control Track revisions and maintain content history for compliance. |
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Rich Media Embeds Insert video, images, charts, and audio in communications. |
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Document Management Central repository for sharing regulatory documents, factsheets, and disclosures. |
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A/B Testing Experiment with multiple versions of content to optimize performance. |
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Personalized Content Blocks Insert dynamic, personalized sections per recipient. |
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Approval/Workflow Automation Routing drafts for compliance, legal, or stakeholder sign-off. |
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Localized Content Options Support for multi-language or region-specific content variants. |
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Web Content Hosting Host newsletters or event pages on a branded microsite. |
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Compliance & Security
(0 Yes /0 Known /10 Possible features)
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Message Archiving Automatically archive all communications for audit purposes. |
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Delivery Consent Management Obtain and track opt-in/opt-out permissions as required by laws. |
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Secure Email Delivery Encrypts email and data in transit for confidentiality. |
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Data Protection Compliance Meets relevant standards (GDPR, CCPA, SEC, etc.). |
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Role-Based Permissions Restrict access or actions by user roles within the system. |
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Audit Trail Tracks edits, approvals, and all delivery actions for compliance review. |
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Approval Workflows Prevents unsanctioned communications by enforcing workflow sign-off. |
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Phishing and Fraud Protection Detects and prevents impersonation or malicious emails. |
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Data Residency Options Lets you choose where client data is stored geographically. |
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Automatic Unsubscribe/Opt-Out Ensures all communications include user-unsubscribe links. |
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Analytics & Reporting
(0 Yes /0 Known /10 Possible features)
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Email Open Tracking Measures who opened communications and when. |
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Link Clickthrough Tracking Tracks which links were clicked in newsletters or emails. |
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Engagement Scoring Assigns scores based on recipients’ interactions. |
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Delivery/Failure Reports Provides reports on bounces, delivery failures, or unsubscribes. |
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Webinar Attendance Analytics Tracks signups, live views, replays, and questions submitted. |
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Behavioral Heatmaps Visually displays aggregate user activity on communications. |
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Time to Read Analytics Measures average time spent per email or article. |
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Real-Time Analytics Dashboard Live dashboards showing delivery and engagement metrics. |
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Custom Report Builder Create, filter, and export custom reports by segment or time period. |
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Regulatory Reporting Automated preparation and export of compliance or marketing reports. |
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Automation & Scheduling
(0 Yes /0 Known /10 Possible features)
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Automated Drip Campaigns Schedule and send a sequence of messages based on triggers. |
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Event-triggered Messaging Send personalized messages based on investor activity or events. |
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Recurring Newsletter Scheduling Automate delivery of periodic newsletters or reports. |
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Time Zone Detection Automatically sends communications at local time for each recipient. |
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Auto-reminders for Webinars Send reminders at set intervals before events or deadlines. |
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Birthday/Anniversary Triggers Send personalized messages on special investor dates. |
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Approval Chain Automation Ensures all content triggers the mandatory approval workflow before sending. |
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API-Based Triggers Enable automated sending based on external system triggers (trades, KYC updates, etc.). |
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Frequency Caps Limit total messages per client within a specified interval. |
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Automatic Follow-ups Send follow-up messages to non-responders or no-shows. |
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Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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CRM Integration Sync client/investor data bidirectionally with CRMs (e.g. Salesforce, HubSpot). |
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Fund Administration System Integration Link to fund accounting or administration software for accurate notifications. |
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API Access Well-documented, secure RESTful APIs for data exchange. |
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SFTP/Batch Import/Export Scheduled syncing with external systems via secure file transfer. |
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Single Sign-On (SSO) Integrate user authentication with enterprise identity systems. |
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Marketing Automation Tool Integration Trigger marketing comms from tools like Marketo, Eloqua, etc. |
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Calendar Integration Synchronize events or webinars with investor calendars (Outlook, Google). |
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Document Management System Integration Connect to document vaults (Sharepoint, Box, etc.) for attachments. |
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Analytics Platform Integration Send event and engagement data to analytics tools (Tableau, Power BI). |
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Third-party Webinar Platform Support Push/pull event data to/from Zoom, GoToWebinar, etc. |
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User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)
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Responsive Design System adapts layouts and content for mobile, tablet, and desktop. |
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Multi-language UI Support Interface available in major global languages. |
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Self-service Portal Investors can manage their notifications, contact details, and preferences. |
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WCAG/ADA Accessibility Interface meets major accessibility standards (WCAG 2.1, ADA compliance). |
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Onboarding/Tutorials In-app guidance and documentation for main user actions. |
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Customizable Dashboards Allow users to customize analytics and content views. |
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Dark Mode Optional dark color scheme for visual comfort. |
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Keyboard Navigation Full feature support via keyboard shortcuts. |
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Profile Management Edit and manage user profiles and security options. |
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Bulk Actions Perform actions (e.g., resending, updating) for multiple users at once. |
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Customization & Branding
(0 Yes /0 Known /10 Possible features)
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Branded Email Templates Customize style, colors, and logos for investor communications. |
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Whitelabel Domain Support Send emails and links from a custom fund/firm domain. |
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Custom Branding for Portals Fund-branded microsites for events or document access. |
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Personalized Salutation/Inserts Automatic insertion of investor or contact details in comms. |
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Custom Web Forms Design branded web forms for lead capture or event signups. |
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Editable Footer/Legal Disclaimer Maintain up-to-date legal and compliance notices. |
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Multiple Brands/Entities Support Serve several funds or sub-brands using one system. |
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Custom Landing Pages Design and launch event or marketing landing pages. |
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Signature Management Support different sender signatures per user or brand. |
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Variable Content by Segment Show different logos or colors for different investor groups. |
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Reliability & Performance
(0 Yes /0 Known /10 Possible features)
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99.9%+ Uptime Guarantee High service availability SLA for business-critical use. |
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Delivery Speed Average time to deliver messages to recipients. |
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Scalability Ability to handle very large list sizes without delays. |
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Bulk Send Capacity Maximum number of emails/messages sent in a single batch. |
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Georedundant Infrastructure System is hosted in multiple data centers for disaster recovery. |
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Automatic Failover Service automatically reroutes if a server or region fails. |
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Performance Monitoring Real-time monitoring of uptime, latency, and system errors. |
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Queue Management Prioritizes time-sensitive over routine communications. |
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Message Retry/Resend Automatically resends failed messages. |
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Redundancy for Critical Data Backups and replication of all critical settings and content. |
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Support & Training
(0 Yes /0 Known /10 Possible features)
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24/7 Support Round-the-clock vendor support via call, chat, or email. |
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Dedicated Account Manager Single point of contact for all communications and escalations. |
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Onboarding Assistance Guided implementation and setup services. |
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In-depth Documentation Comprehensive user manuals and technical guides. |
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Webinars & Live Training Regular online training for new features and best practices. |
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User Community/Forum Online space for peer-to-peer support and sharing. |
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Change Management Resources Materials to help staff adopt and transition to the new tool. |
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Video Tutorials & FAQ Library Short videos and searchable Q&A for common tasks. |
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Service Level Agreements (SLAs) Contractual commitments for support response and resolution times. |
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Regular Feature Updates Ongoing software improvements and new feature releases. |
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