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What is SpeciVim?

SpeciVIM serves as a comprehensive KYC solution specifically designed for private banking institutions. Its main objective is to meet all operational needs while providing extensive features that create a complete overview of each client by integrating all pertinent data and interactions within a unified software platform. The software allows for the creation, management, monitoring, and support of clients throughout every stage of their journey, which includes both traditional and digital onboarding, as well as the automatic exchange of essential information. Featuring ten unique modules, SpeciVIM offers flexibility and customization, enabling you to tailor the solution to your precise requirements. This software can be utilized across multiple departments within your bank, such as central files, compliance, customer service, and relationship management. Moreover, the digital onboarding application is engineered to simplify the onboarding process, empowering wealth managers to focus more on high-value activities. With a diverse range of adaptable features, including a Decision Tree functionality, the software ensures a bespoke experience for clients that aligns with their specific profiles and needs. In essence, SpeciVIM not only boosts operational effectiveness but also strengthens client relationships through its personalized approach, ultimately contributing to a more engaged and satisfied clientele. This focus on customization and efficiency makes SpeciVIM a vital tool in modern private banking.

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

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Specitec

Date Founded

2004

Company Location

Switzerland

Company Website

www.specitec.com/KYC-Compliance-CRM-Software-for-Banks.html

Company Facts

Organization Name

Allvue Systems

Date Founded

2019

Company Location

United States

Company Website

www.allvuesystems.com

Categories and Features

Banking

Not specified

Wealth Management

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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