Andi by Allvue

About

Andi: Expert Help Without Leaving Your Workflow 

Allvuesystems.com 

OVERVIEW 

➤ What is Allvue Systems? 

Allvue Systems provides industry-leading technology solutions for alternative investments, unifying data and processes across private capital and credit markets. Our platform empowers investment professionals with the tools they need to make super investment decisions.  

➤ What is the Allvue Agentic AI Platform? 

The Allvue Agentic AI Platform is the first agentic AI platform purpose built for the alternatives industry. By blending intelligent workflow automation with firm specific context, it delivers faster, smarter, and more intuitive decision-making across the investment lifecycle—helping organizations scale and drive optimized returns. 

➤ Who is Andi? 

Andi, Allvue’s AI assistant, is a browser extension that helps you gain knowledge on how to use Allvue’s platform and ask ‘how to’ questions without leaving your workflow. It surfaces step-by-step guidance and contextual answers drawn from Allvue’s knowledge base so you can learn on the fly and stay productive. Allvue Credit customers can download the extension and start using Andi today. 

➤ How does Andi help you?  

Powered by Allvue’s internal knowledge base, Andi returns realtime answers without requiring a support ticket. Once installed, simply click on the Allvue icon to ask questions like: 

    • “How do I use the collateral quality matrix?”  
    • “How do I set up filters and sort data?”  
    • “How do I set up and execute a loan trade in Allvue’s OMS?”     

Andi will respond instantly so you never have to leave your screen. 

➤ What Allvue products is Andi compatible with? 

Andi is available today for the Credit Front Office suite:  

    • Portfolio Management 
    • Research Management 
    • Trade Order Management 
    • Compliance 
    • Fund Finance 

Support for additional Allvue solutions is on the roadmap. 

Key Features:  

    • Easy browser integration – Install once and gain access to it across your Allvue Credit products. 
    • Distraction-free interface - Move, minimize, or close the extension so it never interrupts your workflow. 
    • Natural language queries - Ask "how-to" questions in your own words. 
    • Guided learning - Explore suggested prompts to discover platform capabilities. 
    • Contextual conversations - Follow up with additional questions for deeper assistance. 
    • Expert guidance on demand – Access Allvue’s rich knowledgebase without contacting support. 
    • Conversation history - Easily reference previous solutions and conversations. 
    • Continuous improvement - Provide feedback to enhance Andi’s response quality. 

➤ Why Users Love It: 

    • "Andi cut my onboarding time in half by providing immediate answers to my questions."  
    • "Being able to get help without leaving my workflow has significantly improved my productivity." 

➤ Terms & Conditions 

Use of Andi, the browser extension powered by the Allvue Agentic AI Platform, is governed by the Artificial Intelligence Terms and Conditions (https://www.allvuesystems.com/legal-terms/artificial-intelligence/) and Allvue’s Privacy Policy (https://www.allvuesystems.com/privacy-policy/), and any successor versions thereto.