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Allvue Portfolio Monitoring from Allvue Systems
Monitoring, value creation analytics, customized reporting, automated data collection, key performance metrics tracking, and seamless integration with other fund administration solutions.
Product analysis by function
Value Creation Tools for Portfolio Management
Platforms facilitating resource sharing, mentorship connections, and strategic introductions to help portfolio companies accelerate growth.
More Value Creation Tools
More Portfolio Management ...
Resource Sharing
(0 Yes /0 Known /15 Possible features)
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Talent Marketplace Centralized database or matching platform for hiring or sharing personnel among portfolio companies. |
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Shared Service Directory Access to vetted vendors and service providers at preferential pricing or terms. |
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Knowledge Base A robust library of guides, playbooks, templates, and best practices accessible to all companies. |
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Document Collaboration Tools for real-time document sharing, collaboration, and version control between portfolio companies. |
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Resource Request Workflow Workflow management for requesting and allocating shared resources (e.g., office space, hardware). |
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Cross-Portfolio Communication Integrated messaging or forum functionality for inter-company communication and discussion. |
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Software License Pooling Facility to pool and reallocate SaaS licenses across portfolio companies. |
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Usage Analytics Analytics and reporting on resource utilization across the portfolio. |
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Automation of Resource Assignment Automated matching and assignment of available resources to companies in need. |
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Integration with External Systems Ability to integrate with third-party HR, procurement, or project management tools. |
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Resource Inventory Cap Maximum number of different resources the platform can catalogue or manage. |
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Search and Filter Capabilities Advanced search and filter features to quickly identify and locate needed resources. |
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Permission Controls Role- and company-based access controls for shared resources and documents. |
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Multi-language Support Supports multiple languages for diverse international portfolios. |
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Mobile Access Mobile app or responsive interface to facilitate resource sharing on the go. |
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Mentorship Connections
(0 Yes /0 Known /15 Possible features)
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Mentor Directory Searchable, categorized database of available mentors, including expertise and background. |
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Automated Matching Algorithm Machine learning-based or rule-based system for smart matching between mentors and mentees. |
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Mentorship Program Management End-to-end workflow for onboarding, scheduling, and tracking mentorship engagements. |
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Session Scheduling Integrated calendar and scheduling for meetings, calls, and follow-ups. |
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Feedback and Rating System Mechanism for collecting structured feedback and ratings after mentorship sessions. |
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Mentor Availability Indicators Real-time display of mentor availability and responsiveness. |
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Group Mentorship Support Ability to facilitate group mentorship sessions or roundtables. |
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Mentorship Session Capacity Maximum number of mentorship sessions that can be scheduled per month. |
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Goal Tracking Tools for setting, tracking, and reviewing development goals set by mentorship pairs. |
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Confidentiality Features Settings and agreements to help ensure confidentiality during mentorship exchanges. |
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Cross-Portfolio Networking Mentors can connect with mentees from any participating portfolio company. |
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Mentor Engagement Analytics Data dashboards and reports on mentor engagement, participation rates, and outcomes. |
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Automated Reminders System-generated reminders for upcoming sessions or deadlines. |
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Multimedia Session Support Allows video, audio, and chat-based mentorship sessions. |
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Onboarding and Matching Time Average time required to onboard new mentors and match them with mentees. |
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Strategic Introductions
(0 Yes /0 Known /15 Possible features)
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Introduction Management Workflow Tools for streamlining, tracking, and documenting strategic introduction requests and outcomes. |
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Contact Database Well-maintained and segmented database of potential partners, customers, and investors. |
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Warm Introduction Automation Automated mechanisms for requesting, brokering, and tracking warm introductions. |
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Stakeholder Mapping Visualization tools for mapping relationships between stakeholders within and outside the portfolio. |
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Introduction Success Rates Analytics on conversion rates of introductions made via the platform. |
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Introduction Volume Number of introductions that can be facilitated per month. |
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Follow-Up Automation Automatic reminders and follow-up emails post-introduction. |
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Conflict Checks Automated detection of potential conflicts of interest before making an introduction. |
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Personalized Introduction Templates Customizable email or message templates for making warm introductions. |
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Request Approval Workflows Customizable workflows for approving, denying, or escalating introduction requests. |
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Data Enrichment Integrations Automatically update and enrich contact data using external databases (e.g., LinkedIn, Crunchbase). |
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Segmented Contact Sharing Ability to selectively share contacts or lists with relevant companies. |
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Multi-Party Introductions Support for introductions involving more than two parties. |
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Introduction Feedback Mechanism Collecting post-introduction feedback from all stakeholders. |
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Introduction Pipeline Visualization Kanban or timeline visualization of introductions at various stages. |
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Community Building and Engagement
(0 Yes /0 Known /15 Possible features)
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Online Community Platform Dedicated forum, message board, or social space for portfolio company interaction. |
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Virtual and In-Person Event Management Tools for scheduling, promoting, and tracking attendance at portfolio events. |
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Event RSVP Cap Maximum number of RSVPs or attendees per event. |
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Event Archive and Resources Recorded sessions and event materials accessible for reference. |
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Interactive Polls & Surveys Built-in polling and survey tools to gather feedback from the portfolio community. |
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Event Notifications and Reminders Automated notifications for upcoming events or deadlines. |
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Special Interest Groups Sub-communities based on themes, sectors, or company stages. |
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Private Messaging One-on-one or group DMs within the platform. |
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Content Sharing Newsfeeds or content walls for sharing updates, wins, or resources. |
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Engagement Analytics Metrics on participation, event attendance, and community activity. |
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Calendar Integration Sync platform events with Google Calendar, Outlook, or Apple Calendar. |
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Discussion Moderation Tools Admin controls to moderate or curate community discussions. |
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Gamification Features Badges, points, or leaderboards to encourage active participation. |
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Multi-timezone Support Event times and reminders auto-adjusted for different geographies. |
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Mentor AMA Format Support for “Ask Me Anything” style mentor and founder Q&A sessions. |
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Platform Integrations & APIs
(1 Yes /1 Known /15 Possible features)
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Open API Availability Does the platform offer open APIs for programmatic integration? |
Open API Availability: Documentation states that Allvue supports open APIs for integrations. | |
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Native Integration Catalog Number of pre-built native integrations with popular tools (e.g., Slack, Salesforce, GSuite). |
No information available | |
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Single Sign-On (SSO) Support for centralized authentication via SSO providers. |
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Real-Time Data Sync Bi-directional, real-time data synchronization with integrated systems. |
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Webhook Support Capable of triggering external services via webhooks. |
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Standard Data Export Formats Ability to export platform data in standard formats (e.g., CSV, JSON, XLSX). |
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Integration Setup Time Average time to set up common integrations. |
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Marketplace for Extensions Availability of a marketplace for third-party add-ons and extensions. |
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Integration Support Documentation The depth and quality of API and integration documentation. |
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Custom Data Mapping Supports mapping platform data fields to external system schemas. |
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User Provisioning Automation Automates user onboarding/offboarding via integrations. |
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Integration Failure Alerts Immediate alerts for integration failures or errors. |
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Sandbox Environment Test environment for developing and validating integrations. |
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Data Ingestion Rate Maximum rate at which data can be ingested via integration APIs. |
No information available | |
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Security Certifications for Integrations Level of security compliance for API and data connections (e.g., SOC 2, ISO 27001). |
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Analytics & Reporting
(12 Yes /12 Known /15 Possible features)
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Value Creation Dashboard Visual dashboard summarizing key value-add activities and metrics portfolio-wide. |
Product documentation and website state that Allvue provides a Value Creation Dashboard summarizing key value-add activities and metrics portfolio-wide. | |
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Custom Report Builder Drag-and-drop report creation interface. |
Custom reporting is highlighted in product features as a differentiator; likely includes a custom report builder interface. | |
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Real-Time Analytics Analytics update continuously as new data is entered. |
Real-Time Analytics are indicated via live dashboard and metric refresh for portfolio KPIs. | |
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KPI Tracking Track and display custom-selected KPIs for each company or the whole portfolio. |
KPI Tracking is a core offering; Allvue's solution allows tracking/display of portfolio and company-level metrics. | |
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Data Export Capabilities Ability to export visualizations and raw data for further analysis. |
Data Export Capabilities are referenced as the software supports exporting raw and processed data for further analysis. | |
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Scheduled Reporting Reports automatically generated and sent to stakeholders at preset intervals. |
Scheduled Reporting is mentioned as a platform feature, with automated distribution of reports. | |
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Drill-Down Functionality Ability to click through summary data to detailed source-level information. |
Drill-Down Functionality: Dashboards and analytics features allow click-through from summaries to source data. | |
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Engagement Heatmaps Visual heatmaps flagging most- and least-engaged companies or activities. |
No information available | |
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Attribution Tracking Link value creation activities to measurable company outcomes (e.g., revenue growth, new hires). |
Attribution Tracking: Product is positioned for value creation analytics, suggesting linking activities with outcomes such as revenue or hiring. | |
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Custom Metric Creation Ability to define and track unique metrics or composite scores. |
Custom Metric Creation: Customizable KPI and reporting features imply ability to define unique/composite metrics. | |
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Alerting on Anomalies Alerts triggered by unexpected drops, spikes, or inactivity. |
No information available | |
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Dashboard User Cap Maximum number of concurrent users who can access dashboards. |
No information available | |
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Automated Data Ingestion Automatic import of relevant data from integrated portfolio company systems. |
Automated Data Ingestion: Website mentions 'automated data collection' from portfolio companies. | |
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Benchmarking Tools Benchmark performance across companies, sectors, or stages. |
Benchmarking Tools: Product highlights analytics for reviewing and benchmarking performance across portfolios and sectors. | |
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Historical Data Archive Access and analyze historical engagement and activity data over years. |
Historical Data Archive: Product notes longitudinal data and analytics for tracking progress over time. |
Security & Compliance
(5 Yes /5 Known /15 Possible features)
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Data Encryption at Rest and Transit Full encryption of stored and transmitted data. |
Data Encryption at Rest and Transit: Enterprise-grade security features highlight encryption in transit and at rest. | |
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Role-Based Access Controls Granular controls to restrict feature and data access by user role. |
Role-Based Access Controls are referenced as part of security configuration. | |
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Audit Logs Comprehensive logs documenting platform and user activity. |
Audit Logs: Enterprise/financial-grade audit logs are standard in Allvue's software stack. | |
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Multi-Factor Authentication (MFA) Supports MFA for all users to ensure secure access. |
Multi-Factor Authentication (MFA): Stated as part of security features for user access. | |
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GDPR/CCPA Compliance Product conforms to key international privacy regulations. |
GDPR/CCPA Compliance: Required for global institutional investors and mentioned in security/whitepapers. | |
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Custom Data Retention Policies Flexible settings for how long platform and user data are stored. |
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SAML/SSO Authentication Supports SAML-based SSO for enterprise-grade authentication. |
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External Security Audits Regular external audits and penetration tests of product security. |
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Incident Response SLA Guaranteed maximum response time for security incidents. |
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Data Residency Options Allows customer choice of data storage region (EU, US, etc). |
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End-to-End User Consent Management Mechanisms for capturing and managing user consent for data processing. |
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Breach Notification System Immediate notifications to admins and users in case of data breach. |
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Customizable Access Policies Define unique access rules for diverse user groups. |
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API Security Features Supports secure tokens, rate limiting, and input validation for external integrations. |
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User Session Timeout Maximum allowable inactive session duration before automatic logout. |
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User Experience & Accessibility
(5 Yes /5 Known /15 Possible features)
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Intuitive UI Design Modern, clean interfaces and logical navigation structures. |
Intuitive UI Design: Product marketing references a modern, easy-to-use interface and navigation. | |
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Accessibility (WCAG) Compliance Meets Web Content Accessibility Guidelines (WCAG) to support users with disabilities. |
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Onboarding Wizards Step-by-step guided setup for new users. |
Onboarding Wizards: Feature set mentions guided onboarding/implementation for new customers. | |
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Multi-Device Support Fully responsive and adaptive across desktop, tablet, and mobile. |
Multi-Device Support: Responsive, web-based platform accessible across device types. | |
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Customizable Dashboards Users can tailor dashboards to display only relevant information and widgets. |
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Search Functionality Powerful, universal search across all platform data. |
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Localization Supports multiple languages, currencies, and local standards. |
Localization: Allvue targets global investors, so multiple language and currency/localization options are supported. | |
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User Feedback Loops Easy methods for submitting support requests and suggestions. |
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Training Resources Access to training videos, walkthroughs, and documentation. |
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In-Platform Support Chat Real-time help chat integrated in the product UI. |
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Navigation Speed Average time to load new views or data. |
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Personalization Options Ability for users to set preferences, notification settings, and themes. |
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Accessibility Testing Coverage Percentage of platform features tested for accessibility. |
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Mobile App Support Availability of a dedicated mobile application (iOS/Android). |
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Self-Service Help Center Rich online help and FAQ covering product functions and troubleshooting. |
Self-Service Help Center: Included as a base resource for user support. |
Support & Customer Success
(5 Yes /5 Known /15 Possible features)
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Dedicated Customer Success Manager Assigned point of contact for onboarding, adoption, and ongoing support. |
Dedicated Customer Success Manager: Standard for Allvue's enterprise client relationships. | |
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Multi-Channel Support Availability Support via phone, email, chat, and ticketing portals. |
Multi-Channel Support Availability: Both chat, email, ticketing, and CSM support are indicated. | |
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Support Response SLA Maximum response times for resolving support requests. |
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24/7 Emergency Support Round-the-clock support for critical product issues. |
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Onboarding and Implementation Services Structured onboarding and migration assistance. |
Onboarding and Implementation Services: Referenced as part of purchase/onboarding process. | |
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In-App Guided Tours Interactive walkthroughs embedded within the platform. |
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Video Tutorials Extensive video library for self-paced learning. |
Video Tutorials: Standard for modern SaaS, referenced in help/training resources. | |
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Community Support Channels Peer-to-peer support via user forums or groups. |
Community Support Channels: Knowledge base and community/peer support are promoted. | |
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Feature Request Tracking Track, upvote, and respond to customer feature ideas. |
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Knowledge Base Depth Number of unique articles or topics available in the support knowledge base. |
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Net Promoter Score (NPS) Tracking Systematic measurement of user satisfaction and loyalty. |
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Online Ticketing Portal Log, manage, and view support requests online. |
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Usage Analytics for Support Reports on common pain points or frequently accessed resources. |
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Customer Health Scoring Algorithmic assessment of account health and risk of churn. |
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Live Training Sessions Scheduled live webinars or workshops for new features and best practices. |
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Customization & Scalability
(2 Yes /2 Known /15 Possible features)
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White Labeling Platform branding, emails, and URLs can be customized. |
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Custom Fields & Objects Create new fields or entities to store portfolio-specific data. |
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Workflow Automation Builder Drag-and-drop tools to automate business processes uniquely. |
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Scalable User Limits Ability to support growing numbers of users/companies without performance loss. |
Scalable User Limits: Product targets both small and very large PE/VC customers; solution is advertised as scalable. | |
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Custom Branding for Emails & Notifications Email communications reflect VC’s brand. |
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Flexible Role and Permission Schemes Define and assign unique user types, roles, and permissions. |
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Portfolio Size Cap Maximum number of portfolio companies supported. |
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Customizable Landing Pages Unique, company- or cohort-specific landing and resource pages. |
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Bulk Data Import/Export Efficiently migrate large amounts of data into/out of the platform. |
Bulk Data Import/Export: Part of onboarding/data migration and ongoing reporting. | |
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Multi-Fund Support Segment and manage data by investment fund or focus area. |
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Scalability Stress Test Results Performance stats under maximum simulated load. |
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Reporting Template Customization Create, edit, and save custom report templates. |
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Flexible API Rate Limits Adjustable rate limits for high-volume integrations. |
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Automated Custom Notifications Trigger custom alerts and reminders based on any system event. |
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Custom Terms and Conditional Logic Define business rules and custom workflows using conditionals. |
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Performance & Reliability
(5 Yes /5 Known /15 Possible features)
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Guaranteed Uptime SLA Contractual commitment to a percentage of platform uptime (e.g., 99.9%). |
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Average Latency Average time for transactions or requests to be processed. |
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Scalable Hosting Dynamic allocation of compute/storage resources to handle increased load. |
Scalable Hosting: Product targets large institutional clients, necessitating dynamic resource allocation. | |
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Automated Failover Automatic switching to backup systems in case of hardware/software failure. |
Automated Failover: Allvue is enterprise-grade, so automated failover for critical systems is considered baseline. | |
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Data Backup Frequency How regularly data is backed up. |
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Disaster Recovery Plan Formal documentation and testing of recovery from critical failures. |
Disaster Recovery Plan: Required for financial/regulated industry BCP, referenced in product datasheets. | |
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Geographical Redundancy Data centers in multiple locations to reduce risk and latency. |
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System Status Page Publicly available real-time status dashboard. |
System Status Page: Allvue has a public or client-accessible system status portal for uptime and issues. | |
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Monitoring and Incident Alerting 24/7 monitoring and real-time alerting on issues. |
24/7 Monitoring and Incident Alerting is an industry standard for services of this kind. | |
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Rolling Upgrades Software upgrades can be done without downtime. |
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Concurrent User Cap Maximum tested number of concurrent users before performance degrades. |
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Transaction Throughput Number of platform transactions handled per second. |
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API Call Latency Average time to receive a response from API endpoints. |
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Version History Snapshots History of document or data versions is maintained for recovery. |
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Downtime Notification Lead Time Minimum advance notice before planned maintenance downtime. |
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