--- description: Få detaljerad information om Altvia, dess användbarhet, funktioner, pris, fördelar och nackdelar från verifierade användarupplevelser. Läs recensioner och upptäck liknande verktyg på Capterra Sverige. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Altvia: Pris och betyg 2026 - Capterra Sverige --- Breadcrumb: [Hem](/) > [Programvara för investeringshantering](/directory/20010/investment-management/software) > [Altvia](/software/128748/aim) # Altvia Canonical: https://www.capterra.se/software/128748/aim Page: 1 / 2\ Nästa: [Next page](https://www.capterra.se/software/128748/aim?page=2) > Frigör kraften i dina data och relationer: Hantera insamling, affärsflöde och verksamhet. För alternativa investeringar. > > Verdict: Rated **4.8/5** by 11 users. Top-rated for **Sannolikhet att rekommendera**. ----- ## Overview ### Vem använder Altvia? Privatkapital, riskkapital, fastigheter, familjekontor, fonder, institutionella investerare, pensionsfondsförvaltare, placeringsagenter, donationsfonder och stiftelser ## Quick Stats & Ratings | Metric | Betygsättning | Detail | | **Totalt** | **4.8/5** | 11 Recensioner | | Enkel användning | 4.3/5 | Based on overall reviews | | Kundtjänst | 5.0/5 | Based on overall reviews | | Valuta för pengarna | 4.8/5 | Based on overall reviews | | Funktioner | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Sannolikhet att rekommendera) | ## Om leverantören - **Företag**: Altvia Solutions - **Location**: Broomfield, USA - **Founded**: 2006 ## Commercial Context - **Startpris**: 1 800,00 US$ - **Target Audience**: 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Deployment & Platforms**: Moln, SaaS, webb-baserat - **Supported Languages**: engelska - **Available Countries**: Albanien, Andorra, Belarus, Belgien, Bosnien och Hercegovina, Bulgarien, Cypern, Danmark, Estland, Finland, Frankrike, Färöarna, Gibraltar, Grekland, Grönland, Guernsey, Irland, Island, Isle of Man, Italien and 34 more ## Funktioner - Aktivitetspanel - Automatisering av marknadsföring - Benchmarking - Dokumenthantering - Efterlevnadskontroll - Finansiell analys - For Financial Institutions - Investeringsrapportering - Klientportal - Kontaktledning - Kunddatabas - Kundhantering - Lead-hantering - Portföljhantering - Prestandamätningar - Privatkapital - Rapportering och statistik - Rörledningshantering - Samarbetsverktyg - Spårning av efterlevnad - Spårning av investering - Varningar / Meddelanden ## Integrations (1 total) - Salesforce Sales Cloud ## Support Options - E-post / Kundtjänst - Baskunskap - Telefonsupport - Chatt ## Category - [Programvara för investeringshantering](https://www.capterra.se/directory/20010/investment-management/software) ## Relaterade kategorier - [Programvara för investeringshantering](https://www.capterra.se/directory/20010/investment-management/software) - [CRM-program för bank](https://www.capterra.se/directory/30562/financial-crm/software) - [Kapitalförvaltningssystem](https://www.capterra.se/directory/31561/equity-management/software) ## Alternativ 1. [Dynamo Software](https://www.capterra.se/software/67068/dynamo) — 4.6/5 (34 reviews) 2. [Backstop](https://www.capterra.se/software/169054/backstop) — 4.3/5 (46 reviews) 3. [DealCloud](https://www.capterra.se/software/139967/dealcloud) — 4.5/5 (21 reviews) 4. [Corporify](https://www.capterra.se/software/215775/corporify) — 4.6/5 (29 reviews) 5. [Creatio CRM](https://www.capterra.se/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) ## Recensioner ### "Altvia AIM review" — 5.0/5 > **Nicholas** | *6 januari 2022* | Finansiella tjänster | Recommendation rating: 9.0/10 > > **Fördelar**: AIM is designed with PE asset management at its heart, and is easily customized to fit the distinct processes and needs of our business. > > **Nackdelar**: 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" — 5.0/5 > **Brian** | *12 augusti 2020* | Finansiella tjänster | Recommendation rating: 8.0/10 > > **Fördelar**: 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. > > **Nackdelar**: The standard reporting (in Salesforce) is a little clunky for building ad hoc reports. It's also very intimidating for the novice user. ----- ### "Great tool for managing and reporting on portfolio performance." — 5.0/5 > **James** | *25 mars 2020* | Riskkapital och privat kapital | Recommendation rating: 8.0/10 > > **Fördelar**: 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. > > **Nackdelar**: 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. ----- ### "Excellent CRM for Fund and Investment Management" — 5.0/5 > **Mike** | *12 februari 2020* | Investeringsförvaltning | Recommendation rating: 10.0/10 > > **Fördelar**: - 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 > > **Nackdelar**: - 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. > > \- 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. ----- ### "Customizing Reports is Easy" — 5.0/5 > **Dawn** | *10 augusti 2020* | Riskkapital och privat kapital | Recommendation rating: 9.0/10 > > **Fördelar**: 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. > > **Nackdelar**: 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. > > Since we log deals and manage investors, its great to have all the details accessible in the same place. ----- Page: 1 / 2\ Nästa: [Next page](https://www.capterra.se/software/128748/aim?page=2) ## Links - [View on Capterra](https://www.capterra.se/software/128748/aim) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | | sv | | ----- ## Structured Data