Technology Solutions

NavOne is Altum’s central business system, including practice accounting, time recording & billing, workflows and client accounting; this is supported by NavOne’s Client Portal. NavOne is a leading offshore Trust and Corporate Services system developed by TrustQuay, powered by Microsoft’s business software platform, Dynamics Business Central, hosted in Azure.

Allvue is a global industry leader focussed on providing fund management capabilities through their system. Our partnership with Allvue provides us with greater access to focussed fund specific functionalities, including automation of complicated bookkeeping processes, such as:

• Waterfall distributions;
• Equity pickups, partnership transfer;
• Debt interest accruals.

Allvue is powered by Microsoft’s business software platform, Dynamics Business Central, hosted in Azure.

Our GP & LP investor portals increase efficiencies and satisfaction by facilitating secure access to a tailored portal populated with dashboards and up-to-date key information, thereby reducing the need for handling manual interactions with investors.

VBR enabled board packs to be collated centrally and made available to attendees in a virtual environment. Board packs can be accessed via the web or accompanying iOS & Android apps allowing for easy annotation; if needed, packs can also be downloaded for offline printing.

In order to better facilitate the exchange and collaboration of sensitive data throughout the with clients, we can establish secure client datarooms to hold the data that matters most to you. Client datarooms provide for secure 24/7 access to key customer information.

PwC’s Value Financials integrates with our client account ledgers for the automated production of financial statements, enabling Altum to deliver more efficient accounts production to clients and reducing turnaround times whilst maintaining data accuracy. Value Financials is based on best practice financial statements which are regularly updated by PwC to reflect changes in accounting standards. Value Financials is powered by the CaseWare system.