Case Study: Trident Trust achieves scalable PERE servicing and real-time data transparency with Allvue Systems

Trident Trust - Customer Case Study

Trident Trust, an independent global fund administrator, needed dedicated Private Equity Real Estate (PERE) capabilities and straight‑through processing to manage geographic complexity, automate controls, and improve data transparency. Facing disparate systems and manual workarounds across offices, Trident Trust selected Allvue Systems’ cloud‑based specialist PERE solution to unify fund accounting, investor reporting, and client portals.

Allvue Systems deployed a single integrated platform with tailored reporting, customizable GP portals, white‑label investor/fundraising portals, carried‑interest automation, and Office integration, delivering real‑time data transparency and seamless client drilldowns. The Allvue implementation enabled Trident Trust to serve Hedge Fund and PERE clients on one platform, scale operations without sacrificing personalized service, and target new institutional PERE mandates while improving reporting speed and transparency to GPs and LPs.

Trident Trust

Dan Smith

President