Altvia

Avantages

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

Inconvénients

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.

Avantages

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.

Inconvénients

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

Avantages

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.

Inconvénients

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.

Avantages

- 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

Inconvénients

- 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.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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).

Avantages

Awesome product - implemented Altvia to connect two disparate systems between investment & fundraising capabilities. Support is top-notch. Will scale with us as a firm.

Inconvénients

There are various Salesforce limitations

Avantages

It's customized to what we do. I find the customer support team always ready to help and informative. There is a lot of functionality and it integrates with other platforms we use. I'm continually finding ways to make every day tasks and communications, in and outside of our office, more efficient.

Inconvénients

It's not always intuitive and there is a lot to learn, but the support staff is able to solve most issues and teach effectively.

Avantages

AIM allows us to easily distribute information and reports to clients.

Inconvénients

Generating reports is not as intuitive as I wish it could be.

Avantages

I really like Kanban view because it's easy to capture the difference of status for each record. Also, I like report function. We can understand overall image easily.

Inconvénients

If we could modify/customize our views, formats and fields more easily from our end, that would be more efficient.

Avantages

Most of my use cases are covered by the standard features. In case no standard features are available, the Altvia onboarding team was able to arrange simple customization.

Inconvénients

Like any other SalesForce based system, the system requires a good amount of user training.