Audience

Alternative Investment Fund Managers

About AIM

Altvia’s fully integrated product suite and industry expertise optimize the Salesforce CRM platform for the world of Alternative Investments. Translate data and relationships into institutional knowledge to gain the competitive advantage you need to advance your firm for the future.

AIM, Altvia’s Private Equity CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. Integrate AIM with a LP Portal or Data Visualization tool to power your internal and external teams. Successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors.

Pricing

Free Trial:
Free Trial available.

Integrations

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Company Information

Altvia Solutions
Founded: 2006
United States
altvia.com

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support

AIM Frequently Asked Questions

Q: What kinds of users and organization types does AIM work with?
Q: What languages does AIM support in their product?
Q: What kind of support options does AIM offer?
Q: What other applications or services does AIM integrate with?
Q: Does AIM have a mobile app?
Q: What type of training does AIM provide?
Q: Does AIM offer a free trial?

AIM Product Features

Financial CRM

Household Tracking
Territory Management
Asset Management
Lead Management
Account Alerts
Team Assignments
Expense Tracking
Relationship Tracking
Marketing Management
Influence Tracking

Investment Management

Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Accounting Management
Commodities
Payroll & Commissions
Risk Management

Investor Relations

Data Centralization
Investor CRM
Automated Reporting
Document Creation
Electronic Signature
Investor Transactions / Valuations
Deal & Acquisition Management
Custom Emails / Newsletters
Document Management
Compliance Management
IR Website Builder

AIM Additional Categories