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What is Cogendi?

Our platform integrates a variety of asset categories into a single interface, enabling you to thoroughly comprehend your portfolio, conduct calculations tailored to the unique characteristics of each asset type, and evaluate performance through pertinent groupings. By leveraging these specific metrics, we effectively analyze the performance aspects of your diverse multi-asset class portfolios. Our extensive offerings include publicly traded stocks, fixed-income assets, stakes in long-only funds, hedge fund share classes, cash and short-term instruments, currency forwards, as well as Private Equity and Real Estate investments, which can be accessed through direct investments or partnerships, along with futures and options. Additionally, you have the liberty to create your own investment framework to meet your unique needs. You can examine and assess your positions over any chosen timeframe while having the option to view them in-depth or group them based on the factors that are most significant to you, such as asset classes, sectors, regions, asset managers, strategic levels, or any other personalized criteria you select. This customized approach not only enhances your investment analysis but also guarantees that it remains highly relevant and insightful, empowering you to make informed decisions. Ultimately, the flexibility of our platform allows you to adapt your analysis to the evolving dynamics of your investment landscape.

What is Allvue?

Allvue Systems is the premier provider of AI-powered, cloud-based software for alternative investment management, serving private equity, venture capital, private credit, and CLO managers worldwide. The platform unifies fund accounting, portfolio monitoring, compliance, investor relations, and financial reporting into one intelligent ecosystem. Its Agentic AI Platform integrates automation and analytics across all operations, helping firms uncover insights, streamline decision-making, and reduce manual work. Designed for both general partners and fund administrators, Allvue supports the full investment lifecycle—from fundraising to capital calls to performance reporting. The Nexius Intelligent Data Platform further enhances data governance and reporting accuracy by centralizing and transforming private capital data at scale. Built on modern, cloud-based architecture, Allvue ensures seamless updates, secure scaling, and zero-disruption innovation as firms expand their portfolios. Its ecosystem integrates with over 20 partner solutions, empowering users with flexibility and extensibility. Backed by decades of financial expertise and trusted by over 500 global clients managing $8.5 trillion+ in assets, Allvue is redefining operational excellence in private markets. The platform’s AI-first approach enables firms to automate compliance, optimize fund performance, and deliver superior investor experiences. In a rapidly evolving financial landscape, Allvue equips investment leaders with the tools to innovate confidently and grow sustainably.

Media

Media

Integrations Supported

Integrations Supported

PitchBook

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Cogendi

Company Location

France

Company Website

www.cogendi.co.uk/our-platform/

Company Facts

Organization Name

Allvue Systems

Date Founded

2019

Company Location

United States

Company Website

www.allvuesystems.com

Categories and Features

Investment Management

Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Portfolio Management

Private Equity

Not specified

Categories and Features

Agentic AI

Not specified

Banking

Corporate Banking
Risk Management
Securities Management
Transaction Monitoring

Business Intelligence

Ad Hoc Reports
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Profitability Analysis
Strategic Planning
Visual Analytics

Family Office

Not specified

Financial CRM

Not specified

Financial Management

Budgeting & Forecasting
Financial Reporting
Investment Management
Risk Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Consolidation / Roll-Up
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Risk Management

Compliance Management
Credit Risk Management
Loan Portfolio Management
Portfolio Management
Portfolio Modeling

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
General Ledger
Partnership Accounting

Hedge Fund

Not specified

Investment Banking

Not specified

Investment Management

Benchmarking
Client Management
Compliance Reporting
Fund Management
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Not specified

Private Equity

Not specified

Real Estate

Not specified

Wealth Management

Not specified

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