Allvue Systems Deepens Investment in AI and Data Innovation, Strengthens Executive Bench with Key Strategic Appointments
Allvue Systems, LLC, a leading technology provider for the alternative investment industry, has announced a significant strategic expansion aimed at revolutionizing its data and artificial intelligence (AI) capabilities. With an eye firmly on the future of financial technology, the company has dramatically increased its research and development (R&D) spending—raising it by 70% year-over-year—to accelerate innovation in analytics, automation, and intelligence-driven workflows for the alternatives sector.
This expanded investment signals a bold step in Allvue’s ongoing transformation as it works to provide cutting-edge solutions that address the complex, fast-evolving needs of alternative asset managers. According to Marc Scheipe, CEO of Allvue Systems, this aggressive growth in innovation spending underscores a fundamental shift in how data and technology are being applied to unlock long-term value.
“Our vision is clear—to redefine industry standards through data-driven intelligence and empower our clients to achieve sustained competitive advantages,” said Scheipe. “This investment reflects our commitment to not only meet but exceed the expectations of a market that increasingly relies on smart, automated, and transparent technology solutions.”
Data-Driven Vision Backed by Seasoned Leadership
Central to this strategic evolution is the recruitment of a powerhouse team of executives tasked with advancing Allvue’s AI-first strategy. The company has named Dmitri Sedov as Chief Data and Analytics Officer, Mack Santora as Head of AI, and Brad Rosenfeld as Chief Marketing Officer—each bringing a wealth of experience in technology, data strategy, and financial innovation.
Sedov, a well-respected data and analytics veteran, most recently served as Group Head of Product, Data & Analytics at the London Stock Exchange Group (LSEG). His career spans top-tier institutions including Nasdaq, Preqin, and S&P Global, where he specialized in building high-impact data ecosystems designed to deliver strategic insight and operational advantage.
“Alternative investment managers are under pressure to deliver faster insights, ensure regulatory compliance, and boost performance,” Sedov noted. “At Allvue, we are building an intelligent platform that integrates proprietary solutions with AI-enabled data layers, giving investment teams the tools to generate alpha, meet investor expectations for transparency, and unlock value at every point in the investment lifecycle.”
Joining Sedov in driving Allvue’s next-generation data strategy are Jack Levy, appointed Head of Data Strategy & Management, and Chris Pardo, who takes on the role of Head of Product, Data & Analytics. Levy brings experience from GoldenSource and Preqin, while Pardo joins directly from LSEG. Together, they support the growth of Allvue’s data division, which now includes more than 30 dedicated specialists focused on pushing the boundaries of investment technology.
Pioneering an AI-First Future
Complementing the data strategy is the company-wide push toward becoming “AI-first,” an initiative led by Mack Santora. In his new role, Santora is spearheading the effort to embed AI capabilities across Allvue’s full suite of platforms, systems, and client experiences. His mission is to drive AI adoption not just as a product layer, but as a core philosophy that informs every aspect of Allvue’s operations and service delivery.
Prior to taking on this new role, Santora served as Chief of Staff at Allvue and led its client modernization initiative. His background also includes experience as a consultant at Alpha Financial Markets Consulting, where he advised asset managers on digital transformation strategies, and at JPMorgan Chase, where he implemented operational improvements in banking and asset management. Santora holds a degree in finance from Miami University of Ohio.
“Our goal is to weave artificial intelligence into the DNA of our technology stack,” said Santora. “This isn’t about buzzwords or trend-chasing—it’s about delivering measurable value. From automating complex tasks to surfacing insights in real time, AI is the key to helping clients stay ahead in a hypercompetitive market.”
Marketing Transformation to Match Product Evolution
Supporting this technology-forward approach is a strategic revamp of Allvue’s marketing efforts under new CMO Brad Rosenfeld. With more than 20 years of experience in digital marketing and growth strategy, Rosenfeld brings a data-centric perspective to brand building and customer engagement. His previous roles include Chief Marketing Officer at Prove, and senior marketing leadership positions at PayPal and Biz2Credit.
“Allvue now stands at the epicenter of data, AI, and analytics,” said Rosenfeld. “We’re taking the guesswork out of investing by transforming a noisy market landscape into clear, actionable intelligence. Our job is to make sure the world understands the power of this platform and what it can do for alternative investment professionals.”
Rosenfeld’s focus will include accelerating Allvue’s market presence, boosting brand recognition, and ensuring the company’s innovation story resonates with key stakeholders across private equity, venture capital, credit, real estate, and fund administration.
Delivering on Client Expectations
In tandem with these leadership moves, Allvue remains laser-focused on delivering exceptional service and value to its clients. According to Scheipe, the company’s commitment to innovation is matched by its dedication to customer experience. Allvue has recently introduced faster implementation timelines and continues to uphold an industry-leading 92% customer satisfaction rate.
The company’s technology stack is purpose-built to meet the needs of investment professionals across a wide range of strategies. Its integrated suite spans portfolio management, investor communications, fund accounting, reporting, compliance, and more—offering end-to-end visibility and automation across the entire investment lifecycle.
Launch of Nexius: An Intelligent Data Platform
Allvue’s innovation agenda also includes the recent rollout of Nexius, the firm’s flagship AI-ready data platform designed to transform how alternative investment firms manage, process, and leverage information.
Nexius provides a centralized, intelligent data layer that powers analytics, reporting, and AI tools across the investment lifecycle. It is designed to simplify the complexity of alternative asset data environments, enabling firms to unify fragmented data streams, apply predictive analytics, and access real-time insights through intuitive dashboards.
The platform exemplifies Allvue’s commitment to creating technology that is not only powerful but also practical and scalable—tailored to help firms grow and compete more effectively in an increasingly data-driven world.
The Road Ahead
As the alternative investments industry continues to evolve, the importance of agility, intelligence, and data precision grows exponentially. With this latest strategic wave of investment, Allvue Systems is positioning itself at the forefront of that evolution—offering its clients a comprehensive technology foundation equipped to meet tomorrow’s challenges.
“We’ve listened closely to our customers, and we’re responding with purpose-built innovation,” said Scheipe. “By deepening our investments in AI and data, and surrounding that technology with proven leaders, we’re building the future of alternative investment technology—one that’s smarter, faster, and more connected.”
To learn more about Allvue’s intelligent solutions and the new Nexius data platform, visit allvuesystems.com.
