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Was ist Altvia?

Mit AIM, der führenden Private Equity-Lösung auf der Salesforce-Plattform, kannst du deine Daten in einem zentralen System für betriebliche Effizienz konsolidieren und Workflows optimieren, um sie für Wachstum zu skalieren. AIM ist Lightning-ready mit einer übersichtlichen und einfachen Benutzeroberfläche, die auf Benutzerfreundlichkeit und Geschwindigkeit ausgelegt ist. Mit AIM erhältst du die Grundlage zum Aufbau einer unternehmensweiten Technologielösung, um die Leistungsfähigkeit deiner Daten zu nutzen und dir einen Informationsvorsprung zu verschaffen, mit dem du deiner Konkurrenz Jahre voraus bist.

Wer verwendet Altvia?

Private Equity, Venture Capital, Immobilien, Family Offices, Dachfonds, institutionelle Anleger, Pensionsfonds-Manager, Platzierungsagenten und Stiftungen

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Du bist nicht sicher, ob Altvia das Richtige ist? Mit einer beliebten Alternative vergleichen

Altvia

Altvia

4,8 (11)
1.800,00 $
Jahr
Kostenlose Version
Kostenlose Testversion
32
1
4,3 (11)
4,8 (11)
5,0 (11)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
14,90 €
Monat
Kostenlose Version
Kostenlose Testversion
167
80
4,5 (2.932)
4,4 (2.932)
4,4 (2.932)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

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Bewertungen über Altvia

Durchschnittliche Bewertung

Gesamt
4,8
Benutzerfreundlichkeit
4,3
Kundenservice
5,0
Funktionen
4,7
Preis-Leistungs-Verhältnis
4,8

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
82%
4
18%
Nicholas
Nicholas
Operations Manager in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Altvia AIM review

5,0 vor 2 Jahren

Vorteile:

AIM is designed with PE asset management at its heart, and is easily customized to fit the distinct processes and needs of our business.

Nachteile:

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.

Mike
Private Equity Associate in USA
Vermögensverwaltung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Excellent CRM for Fund and Investment Management

5,0 vor 4 Jahren

Kommentare: - 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.

Vorteile:

- 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

Nachteile:

- 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.

Antwort von Altvia Solutions

vor 3 Jahren

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!

Brian
Director of Finance in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Outstanding Implementation, Looking Forward to Years of Partnership

5,0 vor 4 Jahren

Vorteile:

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.

Nachteile:

The standard reporting (in Salesforce) is a little clunky for building ad hoc reports. It's also very intimidating for the novice user.

Antwort von Altvia Solutions

vor 3 Jahren

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!

Dawn
Executive Assistant in USA
Risikokapital & privates Eigenkapital, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Customizing Reports is Easy

5,0 vor 4 Jahren

Kommentare: Since we log deals and manage investors, its great to have all the details accessible in the same place.

Vorteile:

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.

Nachteile:

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.

Antwort von Altvia Solutions

vor 3 Jahren

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!

Mary
Analyst in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great CRM for Private Markets

5,0 vor 3 Jahren

Vorteile:

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.

Nachteile:

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).

Antwort von Altvia Solutions

vor 3 Jahren

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!