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Allvue Agentic AI Platform supports alternatives industry for system navigation product documentation, querying portfolio data, interpreting compliance rules, surfacing trade and research insights, and creating investment tear sheets

May 16, 2025 //  by Finnovate

Allvue Systems launched Allvue Agentic AI Platform, the first agentic AI platform purpose-built for the alternatives market. 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’s Agentic AI Platform is developed with the highest standards of enterprise security, data privacy, and model governance. Key protections include: Data Privacy & Isolation, Model Isolation; and Secure API & Access Controls. 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. 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. 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.  Core Andi AI capabilities include: Seamless Installation, Flexible Interface, Context-Aware Intelligence, Guided Discovery, Continuous Learning, Data Querying (Upcoming).

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Category: Robos & Wealth, Innovation Topics

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