Home

Allvue Redefines Workflow Intelligence in Private Equity and Fund Administration with AI Agent

via Business Wire

Allvue Systems, LLC, a leading provider of investment management technology solutions for alternative asset managers, today announced the launch of Andi for Fund Accounting. Andi, an advanced AI-powered knowledge agent, is now available to private equity and fund administration professionals using Allvue’s Fund Accounting platform. Leveraging Allvue’s secure Agentic AI Platform, Andi acts as an AI Knowledge Agent that is capable of real-time interactive intelligence, significantly enhancing productivity and user experience.

Designed to assist users in navigating complex workflows such as capital calls, equity pickups, issuer and security setup, fund permissions, and vendor payment applications, Andi provides instant, accurate answers sourced directly from product specific documentation on the Allvue Fund Accounting platform. Its intelligent, dynamic approach adapts responses based on situational context.

"The Andi AI knowledge agent represents a major step forward in operational efficiency and intelligent user experience within private equity fund administration," said Ivan Latanision, Chief Product Officer at Allvue Systems. "This innovative technology is seamlessly integrated through its browser extension with Allvue’s Fund Accounting platform, enabling professionals to navigate workflows effortlessly, drastically reduce onboarding time, and gain immediate expertise, ultimately empowering smarter, faster decision-making."

Ease of access and security are critical components of Andi’s design. The extension is easily enabled within browsers such as Chrome and Microsoft Edge, with quick installations available directly through the Chrome Web Store and Microsoft Edge Add-ons page.

"Andi combines simplicity with robust security to ensure private equity professionals have trusted access to AI-powered workflow navigation assistance," emphasized Frank Vesce, Chief Information Security Officer at Allvue Systems. "Client data remains protected at every interaction, processed entirely in-memory without retention, and is never leveraged for training foundational AI models."

This innovation comes as private equity firms globally accelerate technology adoption, responding to industry-wide challenges of economic volatility, fundraising constraints, and operational complexity. According to the World Economic Forum, 95% of private equity firms plan to increase AI investments over the next 18 months, recognizing significant advantages in operational efficiency, portfolio monitoring, and ESG integration.

The launch of Andi aligns with broader industry shifts highlighted by Allvue’s GP Outlook Survey, noting a transition from traditional operational models to intelligent automation powered by generative AI, transforming private equity operations and strategy execution.

Andi's roadmap includes additional capabilities such as expanded data query features and task automation, promising to further enhance user experiences and operational agility within private equity and fund administration workflows.

Availability

Andi is now available to Allvue Fund Accounting clients. Users can download the Andi AI extension via:

Client IT teams requiring assistance or security reviews for the implementation of browser extensions can contact their dedicated Allvue Customer Success Manager.

For more information, 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 in cloud-based technology, AI, data, and services solutions for alternative investment managers in the private capital 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.

Contacts