Migration from Allvue to Prism

Plan a migration from Allvue to Prism for private-markets reporting, CRM, investor workflows, approvals, document controls and operating governance.

Migration plan

Move the workflows, not just the records

Teams usually consider this move when they want focused private-markets workflows without a heavy enterprise rollout or services-dependent operating model. A successful migration should preserve trusted data, simplify ownership and make daily workflows easier to run.

Allvue migration checklist

  • Inventory the data model
    Map companies, contacts, funds, investors, deals, documents, activities, reports and custom fields before any import work begins.
  • Separate clean data from process debt
    Do not rebuild every historic workaround. Decide which fields, reports and approvals are still useful in the target operating model.
  • Move in workflow stages
    Prioritise the workflows that unlock adoption first: CRM, deal flow, portfolio records, investor reporting, document control and approvals.
  • Validate with real users
    Use representative records and reporting outputs so front-office, operations, finance and IR users can confirm the migration supports their daily work.

Use the Prism demo as a migration dry run

Review how Prism handles CRM, deal flow, portfolio monitoring, investor reporting, documents, approvals and audit evidence before planning a full migration.

Allvue migration FAQ

  • How should teams plan an Allvue migration?
    Start by mapping the workflows Allvue supports today, then separate essential records from configuration debt. The first migration phase should focus on the operating workflows that create daily adoption.
  • What data should be reviewed before moving from Allvue?
    Review fund records, investor records, reporting outputs, approval steps, documents, custom fields and integrations so the migration preserves useful controls without recreating unnecessary complexity.
  • Can Prism replace Allvue for private-markets operations?
    Prism can be evaluated as an Allvue alternative for teams that want focused private-markets workflows across CRM, reporting, investor operations, approvals and document governance.