Altvia
About Altvia
Altvia Pricing
The product is available on an annual subscription pricing. Contact Altvia for pricing details.
Starting price:
$1,800.00 per year
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for Altvia
1 - 5 of 11 Reviews
Nicholas
Verified reviewer
Financial Services, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
FUNCTIONALITY
5
Reviewed January 2022
Altvia AIM review
AIM is designed with PE asset management at its heart, and is easily customized to fit the distinct processes and needs of our business.
CONSThis 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.
Mike
Investment Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2020
Excellent CRM for Fund and Investment Management
- 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.
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.
Reason 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
Brian
Financial Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2020
Outstanding Implementation, Looking Forward to Years of Partnership
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.
CONSThe standard reporting (in Salesforce) is a little clunky for building ad hoc reports. It's also very intimidating for the novice user.
Reason 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
Dawn
Venture Capital & Private Equity, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2020
Customizing Reports is Easy
Since we log deals and manage investors, its great to have all the details accessible in the same place.
PROSI 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.
CONSIf 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.
Reason 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
Mary
Financial Services, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2021
Great CRM for Private Markets
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.
CONSIt 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