Altvia AIM: Reviews, Testimonials and Expert Opinions

Pathstone used Altvia AIM CRM to streamline investment management and wealth advisory services for nearly 90 families. Before Altvia, advisors spent hours sorting through Excel sheets and sending ove...r 80 emails for capital calls. With AIM and Investor Correspond, Pathstone now has a central view of household relationships and capital flows. The new system saves hundreds of hours of work and simplifies agreement and signature processes. Pathstone manages 40 private equity pools more efficiently with Altvia.
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Monument Group uses Altvia’s CRM to unify investor workflows across global offices. The platform provides a single source of truth, eliminating data silos and improving team alignment. Real-time repo...rting and dashboards help track fundraising activity and investor status. Automation and integrated tools save time and boost efficiency. Monument Group relies on Altvia to scale operations and deliver transparent, tailored updates to investors.
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Altvia helped Plexus Capital, a private equity firm, cut report preparation time from 10 hours to 15 minutes. Plexus used Altvia’s CRM platform to manage deal flow, due diligence, and portfolio overs...ight. The platform enabled real-time reporting on deal generation and key account status. Plexus avoided hiring two extra staff by streamlining fund management. The team now has better data consistency and improved accountability.
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RCP Advisors used Altvia's AIM software to manage fundraising, due diligence, and portfolio data. Their small team struggled to create comprehensive, flexible reports from large datasets. Altvia reco...nfigured their AIM database and built custom reports, automating manual processes. This gave RCP more accurate, insightful, and real-time data. The new reporting framework improved decision-making and efficiency for the investment committee.
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Edge Natural Resources used Altvia's AIM, Correspond Investor Edition, and ShareSecure to manage investor relations and fund workflows. The firm needed to handle communications with over 300 investor...s across multiple funds. Altvia's integrated solution streamlined capital calls, document management, and reporting. Edge Natural Resources saved time and improved investor perception with automated processes. The partnership focused on strong support, training, and a high-touch investor experience.
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Altvia helped Institutional Venture Partners (IVP) cut investor report distribution time from up to 10 hours to just 30 minutes. IVP struggled with outdated database tools and a failed Salesforce set...up for investor communications. Altvia’s GP-LP Portal, ShareSecure, and Correspond integrated with Salesforce to streamline workflows. The IVP team quickly saw easier processes and improved confidence in investor communications. ShareSecure enabled secure document tracking and signature requests for IVP’s partners.
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