Was ist AIM?

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 AIM?

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

AIM – Details

Altvia Solutions

2006 gegründet

AIM – Videos und Bilder

Videos zu AIM
▶︎
AIM Software - 1 - Vorschau
AIM Software - 2 - Vorschau
AIM Software - 3 - Vorschau
AIM Software - 4 - Vorschau
AIM Software - 5 - Vorschau

AIM – Details

Altvia Solutions

2006 gegründet

Kosten ähnlicher Produkte wie AIM vergleichen

Startpreis

Nicht verfügbar
Nicht verfügbar
10,00 $/Monat
20,00 $/Monat

Kostenlose Version

Kostenlose Version Nein
Kostenlose Version Nein
Kostenlose Version Ja
Kostenlose Version Ja

Gratis Testen

Gratis Testen Nein
Gratis Testen Nein
Gratis Testen Ja
Gratis Testen Ja

AIM – Bereitstellung und Support

Kundenbetreuung

  • Telefon-Support
  • Chat

Einsatz

  • Cloud, SaaS, webbasiert
  • Android (mobil)
  • iPhone (mobil)
  • iPad (mobil)

Training

  • Persönlich
  • Live Online
  • Webinare
  • Dokumentation

Funktionen von AIM

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Anleihen / Aktien
  • Anpassbare Berichte
  • Asset Lifecycle Management
  • Audit Trail
  • Auftragsmanagement
  • Benchmarking
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • Buchhaltung
  • Compliance Management
  • Compliance-Verfolgung
  • Daten-Import / -Export
  • Datenvisualisierung
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drittanbieter-Integration
  • Echtzeit-Analytik
  • Echtzeit-Berichterstattung
  • Echtzeit-Daten
  • Echtzeitüberwachung
  • Finanzanalyse
  • Finanzmanagement
  • Fondsverwaltung
  • Für Anlageberater
  • Für Investoren & Händler
  • Gebühren Management
  • Immobilien
  • Investment-Tracking
  • Kontaktmanagement
  • Kundenmanagement
  • Kundenportal
  • Leistungskennzahlen
  • Leistungsmanagement
  • Lohn- und Gehaltslisten & Kommissionen
  • Mobiler Zugriff
  • Modellierung & Simulation
  • Portfolio-Neuausrichtung
  • Portfoliomanagement
  • Risikobewertung
  • Risikomanagement
  • Self-Service Portal
  • Visuelle Analytik
  • Warentermingeschäfte
  • Workflow-Management
  • Zusammenfassende Berichte
  • Überwachung

Siehe die vollständige Anlagenverwaltung Software Liste

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Anpassbare Berichte
  • Anpassbare Felder
  • Aufgabenmanagement
  • Aufgabenplanung
  • Berichterstattung und Statistik
  • Beziehungs-Nachverfolgung
  • CRM
  • Daten-Import / -Export
  • Dokumentenmanagement
  • Drag-and-Drop
  • Drittanbieter-Integration
  • E-Mail Marketing
  • E-Mail-Management
  • E-Mail-Vorlagen
  • Finanzmanagement
  • Für Finanzinstitutionen
  • Gebietsmanagement
  • Kalender-Synchronisierung
  • Kalenderverwaltung
  • Kampagnenmanagement
  • Kontaktmanagement
  • Kostenverfolgung
  • Kundendatenbank
  • Kundenmanagement
  • Lead-Erfassung
  • Leadmanagement
  • Marketing-Automatisierung
  • Mobiler Zugriff
  • Pipeline-Management
  • Prognose
  • Suchen / filtern
  • Team-Aufgaben
  • Verfolgung von Interaktionen
  • Verkaufsberichte
  • Vorlagen-Management
  • Werkzeuge zur Zusammenarbeit
  • Workflow-Management
  • Zugriffskontrollen / Berechtigungen

Siehe die vollständige CRM Software für Banken & Finanzdienstleister Liste

  • API
  • Ad-hoc-Berichterstattung
  • Administrative Berichterstattung
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Anpassbare Berichte
  • Audit Trail
  • Ausgabenanalyse
  • Benchmarking
  • Berichterstattung und Statistik
  • Bewertungsmanagement
  • CRM
  • Cap Table (Kapitalisierungstabelle)
  • Compliance Management
  • Dealmanagement
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drittanbieter-Integration
  • Echtzeit-Analytik
  • Echtzeit-Daten
  • Entschädigungsmanagement
  • Finanzanalyse
  • Finanzmanagement
  • Finanzmodellierung
  • Geplante / automatisierte Berichte
  • Investor-Berichterstattung
  • Kostenanalyse
  • Kundenportal
  • Kundenspezifisches Branding
  • Leistungskennzahlen
  • Mehrere Währungen
  • Mitarbeiter-Bonusprogramme
  • Mitarbeitermanagement
  • Options-Management
  • Planungs-Tools
  • Portfoliomanagement
  • Private Equity
  • Prognose
  • Public Equity
  • Rollen-basierte Genehmigung
  • Statusverfolgung
  • Subventions-Management
  • Szenarioplanung
  • Teilnehmer-Portal
  • Transaktionshistorie
  • Vesting Management
  • Wirtschaftsprüfung-Management
  • Workflow-Management
  • Zusammenfassende Berichte

Siehe die vollständige Equity Management Software Liste

Alternativen für AIM

Mehr Alternativen zu AIM

Durchschnittliche Bewertung

Gesamt
4,8
Benutzerfreundlichkeit
4,2
Kundenservice
5
Funktionen
4,8
Preis-Leistungs-Verhältnis
4,7

Nutzerbewertungen nach Bewertung

5
6
4
2

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
Brian K.
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 letztes Jahr

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

letztes Jahr

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!

Mike W.
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 vor 2 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

letztes Jahr

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!

Dawn C.
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 letztes Jahr

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

letztes Jahr

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

Great CRM for Private Markets

5 vor 10 Monaten

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 10 Monaten

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!

James M.
Investment Manager in UK
Risikokapital & privates Eigenkapital, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great tool for managing and reporting on portfolio performance.

5 vor 2 Jahren

Vorteile:

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.

Nachteile:

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.

Antwort von Altvia Solutions

vor 2 Jahren

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!