--- title: "Altvia Software Reviews, Demo & Pricing - 2026" description: "Review of Altvia Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) / Altvia Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/reviews/)[Alternatives](https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/alternatives/) # Altvia Review From $1,800/year 1 plan Wondering if Altvia is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview Altvia 4.8 [(11)](https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/reviews/) Pricing Starting at $1,800.00 per year ### About Altvia Alternative Investment Management (AIM) is a cloud-based private equity CRM solution designed to help businesses of all sizes manage portfolios, interactions, deals, fundraising and compliance. Based on the Salesforce platform, it allows users to track and store communication across calls, emails and meetings. AIM’s fundraising functionality automatically generates, distributes and tracks private placement memorandums (PPMs). Additionally, users can view the progress of multiple events in real-time via engaging reports. Its deal tracking module enables teams to handle investment pipelines with deal information, fund details, metrics and custom checklists for evaluation. AIM offers a customizable dashboard, which provides insights into deal sources, valuation trends, capital raising and internal processes for a streamlined data visualization. The platform integrates with various third-party applications such as Microsoft Outlook and Excel. Pricing of the product is available on request and support is extended via phone, email and online help desk. Wondering if Altvia is right for your organization? Our Financial CRM Software selection experts can help you in 15 minutes or less. ## Altvia User Interface ## Popular Altvia Alternatives Main Product Altvia 4.8 [(11)](https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/reviews/) Ratings Breakdown - 4.27Ease of use - 4.75Value for money - 5.0Customer support - 4.73Functionality Pricing Starting at $1800.00 per year Get Price Alternative Product [Certent Equity Management](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/) 4.6 [(85)](https://www.softwareadvice.com/investment-management/certent-equity-management-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.40Value for money - 4.75Customer support - 4.40Functionality Pricing Available upon request Get Price Alternative Product [Vestd](https://www.softwareadvice.com/legal/vestd-profile/) 4.9 [(109)](https://www.softwareadvice.com/legal/vestd-profile/reviews/) Ratings Breakdown - 4.72Ease of use - 4.59Value for money - 4.95Customer support - 4.68Functionality Pricing Starting at £25.00 per month Get Price Alternative Product [SeedLegals](https://www.softwareadvice.com/contract-management/seedlegals-profile/) 4.9 [(83)](https://www.softwareadvice.com/contract-management/seedlegals-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.74Value for money - 4.95Customer support - 4.76Functionality Pricing Starting at £49.00 per month Get Price Alternative Product [Capboard](https://www.softwareadvice.com/investment-management/capboard-profile/) 4.7 [(10)](https://www.softwareadvice.com/investment-management/capboard-profile/#reviews) Ratings Breakdown - 4.50Ease of use - 4.86Value for money - 4.78Customer support - 4.40Functionality Pricing Starting at €1.00 per month Get Price Alternative Product [Carta](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/) 4.2 [(65)](https://www.softwareadvice.com/investment-management/carta-for-investors-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 3.68Value for money - 3.77Customer support - 4.17Functionality Pricing Available upon request Get Price ## Altvia Pricing and Plans Starting price: $1,800.00 per year Free Trial Free Version Basic $1,800.00 per year No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## Altvia Features - Popular features found in Financial CRM Activity Dashboard Campaign Management Client Management Customer Database Data Import/Export Document Management Email Marketing Expense Tracking Lead Management Marketing Automation Relationship Tracking - More features of Altvia Access Controls/Permissions Activity Tracking Alerts/Notifications API Audit Management Audit Trail Automation Benchmarking Calendar Sync Client Portal Cloud Collaboration Tools Compliance Management Compliance Tracking Contact Management CRM Customizable Fields Customizable Reports Dashboard Deal Management Drag & Drop Email Management Email Templates Financial Analysis Financial Management Forecasting For Financial Institutions Fund Management Interaction Tracking Investment Research Investments Tracking Investor Reporting Mobile Access Performance Metrics Pipeline Management Portfolio Management Private Equity Real-Time Analytics Real-Time Data Reporting Reporting/Analytics Reporting & Statistics Search/Filter Task Scheduling Territory Management Third-Party Integrations Visual Analytics Visualization Workflow Management ## Altvia Integrations Salesforce Sales Cloud Integration rated undefined from -1 review ## Altvia User Reviews ## Altvia customer ratings - Overall rating: 4.8/5 - Total reviews: 11 ### Rating distribution - 5 stars: 9 reviews (82%) - 4 stars: 2 reviews (18%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.3/5 - Value for money: 4.8/5 - Customer support: 5/5 - Functionality: 4.7/5 --- ### Altvia AIM review - Overall rating: 5/5 - Reviewer: Nicholas W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Functionality: 5/5 #### Pros AIM is designed with PE asset management at its heart, and is easily customized to fit the distinct processes and needs of our business. #### Cons This software is built on Salesforce platform. Anyone who has issues with salesforce functionality may run into similar issues with AIM i.e. certain quirks with salesforce reports are present in AIM reports. --- ### Outstanding Implementation, Looking Forward to Years of Partnership - Overall rating: 5/5 - Reviewer: Brian K. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: August 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like having the flexibility of Salesforce without the expensive, unwieldy implementation and with signficant ongoing support. Altvia understands the needs of investment firms and it shows during the implementation process. Great out of the box functionality and easily customized with their great team. #### Cons The standard reporting (in Salesforce) is a little clunky for building ad hoc reports. It's also very intimidating for the novice user. #### Reasons for choosing Altvia We choose AIM for: - Functionality - Power of Salesforce platform - Comfort of more standardized implementation and strong on-going support - Alternative investment niche - Price / value proposition #### Reasons for switching to Altvia Pipedrive didn't meet our data, reporting, or work flow needs. #### Vendor response Thank you for your kind words, Brian. We appreciate your product feedback. We are glad to hear you had a smooth implementation process. Best to you and your team for continued success. Thanks again! Replied August 2020 --- ### Great tool for managing and reporting on portfolio performance. - Overall rating: 5/5 - Reviewer: James M. - Verified reviewer: Yes - Industry: Venture Capital & Private Equity - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Functionality: 5/5 #### Pros Integrating the AIM product into our existing processes was easy and very well managed by the Altvia team. The end product is an easy-to-use and effective tool for us to manage our investees and report on portfolio performance. Ongoing support from Altvia has been timely and of excellent quality. #### Cons More sophisticated reporting and business intelligence tools would be useful, and ultimately we are constrained by the functionality of Salesforce. Altvia has however provided assistance in investigating third party solutions. #### Vendor response Thank you for your review! We appreciate your product feedback. Glad to hear that support has been of excellent quality and reporting is effective for investors. Best to you and your team for continued success. Thanks again! Replied March 2020 --- ### Excellent CRM for Fund and Investment Management - Overall rating: 5/5 - Reviewer: Mike W. - Verified reviewer: Yes - Industry: Investment Management - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2020 - Review source details: This review was submitted organically. No incentive was offered - The Altvia team has a firm understanding of the investment world and private equity in particular, which was a huge value-add when it came to bridging the contextual / technical gap between our respective teams. - Excellent support from the team at Altvia. Beyond promptly answering our questions and supporting the development of customizations and additional functions with AIM, the Altvia team provides us with feedback on our usage of AIM and offers potential areas for improvement. We never feel as if we're being "sold" on another product, but rather working collaboratively to develop solutions that truly add-value to our business. This is a rare quality in service providers, especially within our industry. - Improved Tracking of Deal Pipeline: We were able to migrate our entire deal pipeline tracking process into AIM (previously Excel), which has saved time and improved both the quality and availability of our data. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros - Customizability: By working closely with the Altvia team, we were able to customize AIM to fit our existing processes vs changing our process to fit the system. This made both the implementation and user adoption process much simpler and more efficient than comparable products. Over 3+ years of using the system, we've made countless customizations and the Altvia has been supporting us every step of the way. - All the benefits of the Salesforce Platform (non-captive, secure, extensive educational resources, etc.) coupled with numerous industry-specific functions (i.e. deal pipeline, Funds, etc.) and a very knowledgeable support staff - Altvia Correspond email client is a vast improvement over our prior mass email tool and simplified vendor management #### Cons - It can take a little time to get "up to speed" on Salesforce and some of the more advanced functions (i.e. reporting, validation rules, etc.). I recommend nominating 1 or 2 "super users" to lead this charge and support remaining team members as they get up the learning curve. - Mass migration of data into the system can be a little tricky, but the Altiva team was able to help us through the whole process. #### Reasons for choosing Altvia - We weren't comfortable signing onto a captive product that could present business continuity risk, captive product support, and limited ability to self-perform changes to the system. - AIM's experience and tenure within the investment-specific CRM arena made them stand out from other groups. #### Reasons for switching to Altvia Our original Salesforce product was more or less a digital rolodex. Without a strong knowledge base of Salesforce and a lack of dedicated technical resources at our firm, we weren't able to successfully integrate any higher-value processes (i.e. deal tracking) and were uneasy about engaging independent consultants to lead the process. #### Vendor response Thank you for your review, Mike. We appreciate your feedback. We are glad to hear your positive experience with our team and that support has been of excellent quality. Best to you and your team for continued success. Thanks again! Replied August 2020 --- ### Customizing Reports is Easy - Overall rating: 5/5 - Reviewer: Dawn C. - Verified reviewer: Yes - Industry: Venture Capital & Private Equity - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: August 2020 - Review source details: This review was submitted organically. No incentive was offered Since we log deals and manage investors, its great to have all the details accessible in the same place. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I often get requests from management and have to create reports from scratch. I find it easier to refer to other reports and then alter them and save them. If I'm ever stuck with reporting, the Customer Service team is quick to respond. As an admin, I can add fields on my own without having to ask for assistance - which is very helpful if someone is in the middle of a project. You can scan or upload a PDF and then search for keywords and find it under Files. #### Cons If we have an investor that is part of multiple funds, and the Primary Contact or Advisor within that organization changes, then we need to alter the Primary Contact at the Fund Level manually - which can lead to a lot of work if they have multiple entries. #### Reasons for choosing Altvia I was not here when the company made the change to Salesforce. #### Vendor response Thank you for your review! We appreciate your product feedback. We are happy to hear that support has been helpful and reporting is effective. Best to you and your team for continued success. Thank you! Replied August 2020 --- ### Great CRM for Private Markets - Overall rating: 5/5 - Reviewer: Mary K. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Altvia is well-structured and customizable for a private market investor. The Salesforce basis of the product is very helpful because of the additional accessible resources. The Altvia team is exceptionally attentive, responsive, and thoughtful, and they have meaningful institutional knowledge due to their experience with such a broad variety of private market investors. They have a solution or work-around for just about anything we propose. #### Cons It is not a small task to get a CRM off the ground and get a full team to use it so that the reporting is valuable, regardless of the platform used. The Altvia team was very helpful in achieving this, though. Also, due to the Salesforce basis of the product, there are a few limitations to what can be customized (similar to Salesforce). #### Vendor response Mary, thank you for your review. We're so happy to hear about your positive experience with our team. Best to you and your team for continued success. Thanks again! Replied January 2021 --- ### Single Source of Truth - Overall rating: 5/5 - Reviewer: Charlie O. - Verified reviewer: Yes - Industry: Venture Capital & Private Equity - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: January 2022 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Awesome product - implemented Altvia to connect two disparate systems between investment & fundraising capabilities. Support is top-notch. Will scale with us as a firm. #### Cons There are various Salesforce limitations --- ### New to Altvia but pleased so far - Overall rating: 4/5 - Reviewer: Colleen D. - Verified reviewer: Yes - Industry: Venture Capital & Private Equity - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It's customized to what we do. I find the customer support team always ready to help and informative. There is a lot of functionality and it integrates with other platforms we use. I'm continually finding ways to make every day tasks and communications, in and outside of our office, more efficient. #### Cons It's not always intuitive and there is a lot to learn, but the support staff is able to solve most issues and teach effectively. #### Vendor response Thank you for your review, Colleen! We appreciate your product feedback. We are happy to hear that support has been helpful and efficient. Best to you and your team for continued success. Replied October 2020 --- ### Very Happy with AIM - Overall rating: 5/5 - Reviewer: Cindy C. - Verified reviewer: Yes - Industry: Investment Management - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: January 2022 - Review source details: This review was submitted organically. No incentive was offered Overall, we are very happy with the client management and fundraising tools. The staff at Altvia have been terrific to work. We are still learning, and they are always quick to respond when we have issues, and help us to find solutions. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros AIM allows us to easily distribute information and reports to clients. #### Cons Generating reports is not as intuitive as I wish it could be. #### Reasons for switching to Altvia Our former platform was antiquated, and too complicated and pricey to update. --- ### Useful tools - Overall rating: 4/5 - Reviewer: Reika O. - Verified reviewer: Yes - Industry: Venture Capital & Private Equity - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: March 2021 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I really like Kanban view because it's easy to capture the difference of status for each record. Also, I like report function. We can understand overall image easily. #### Cons If we could modify/customize our views, formats and fields more easily from our end, that would be more efficient. #### Vendor response Reika, thank you for your review! We appreciate your product feedback. Best to you and your team for continued success. Thanks again! Replied March 2021 --- Showing 1 - 10 of 11 Reviews [See All Reviews](https://www.softwareadvice.com/investment-management/alternative-investment-management-profile/reviews/) ## Other Top Recommended Financial CRM Software [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) **4.4** (49) Recently recommended **39** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **33** times [Rolldog](https://www.softwareadvice.com/marketing/rolldog-complete-profile/) **4.9** (33) Recently recommended **33** times [SatuitCRM](https://www.softwareadvice.com/product/466225-SatuitCRM/) **4.0** (3) Recently recommended **23** times Stuck Between Options? Our experts can help you compare Altvia with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice