Andi, Allvue’s AI Assistant Will Also Debut as an Intelligent Knowledge Agent for the Alternatives Market

NEW YORK: 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 www.allvuesystems.com.

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.

Fonte: Business Wire