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Allvue Systems Introduces AI-Powered Knowledge Agent “Andi” for Fund Accounting Platform

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Allvue Systems, a provider of investment management technology for alternative asset managers, has launched “Andi for Fund Accounting,” an advanced AI-powered knowledge agent designed to enhance productivity and user experience for private equity and fund administration professionals using its Fund Accounting platform.Andi, leveraging Allvue’s secure Agentic AI Platform, functions as an AI Knowledge Agent providing real-time interactive intelligence. The tool is integrated to assist users with complex workflows such as capital calls, equity pickups, issuer and security setup, fund permissions, and vendor payment applications. It delivers instant, accurate answers sourced directly from product-specific documentation on the Allvue Fund Accounting platform, with responses adapting based on situational context.Ivan Latanision, Chief Product Officer at Allvue Systems, stated that “The Andi AI knowledge agent represents a major step forward in operational efficiency and intelligent user experience within private equity fund administration.” He added that the technology, integrated through its browser extension, “enables professionals to navigate workflows effortlessly, drastically reduce onboarding time, and gain immediate expertise, ultimately empowering smarter, faster decision-making.”Designed with ease of access and security in mind, Andi is available as an extension for browsers like Chrome and Microsoft Edge, installable directly from their respective web stores. Frank Vesce, Chief Information Security Officer at Allvue Systems, emphasized that “Andi combines simplicity with robust security to ensure private equity professionals have trusted access to AI-powered workflow navigation assistance.” He also confirmed that client data processed by Andi remains protected, is processed entirely in-memory without retention, and is never used to train foundational AI models.This launch occurs as private equity firms globally accelerate their adoption of technology to address industry challenges, including economic volatility, fundraising constraints, and operational complexity. The World Economic Forum notes that 95% of private equity firms intend to increase AI investments over the next 18 months, recognizing the potential for operational efficiency, portfolio monitoring, and ESG integration. Allvue’s GP Outlook Survey further supports this trend, highlighting a shift from traditional operational models towards intelligent automation driven by generative AI, which is transforming private equity operations and strategy execution.Allvue plans to expand Andi’s capabilities, with a roadmap that includes additional data query features and task automation to further enhance user experiences and operational agility within private equity and fund administration workflows.Andi is currently available to Allvue Fund Accounting clients. Users can download the Andi AI extension via the Chrome Web Store and Microsoft Edge Add-ons. Allvue also offers support for client IT teams requiring assistance or security reviews for browser extension implementation through their dedicated Customer Success Managers.Allvue Systems, headquartered in Miami with global locations across North America, Europe, and India, is a recognized provider of cloud-based technology, AI, data, and services solutions for alternative investment managers in the private capital markets. Its integrated software suite supports firms of varying sizes—including private equity managers, private debt managers, public credit managers, fund administrators, and banks—in streamlining operations, improving data accuracy, and supporting investment decisions. The company has made investments in AI research and development to optimize client workflows, automate processes, and provide analytical insights throughout the investment lifecycle.

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