--- description: Get detailed information about Altvia usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra United Arab Emirates. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Altvia Price, Reviews & Ratings - Capterra United Arab Emirates 2026 --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Altvia](/software/128748/aim) # Altvia Canonical: https://www.capterra.ae/software/128748/aim Page: 1 / 2\ Next: [Next page](https://www.capterra.ae/software/128748/aim?page=2) > Altvia reimagines the private capital operating system, helping firms unlock intelligence, deepen relationships, and drive performance > > Verdict: Rated **4.8/5** by 11 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Altvia? Private equity, venture capital, funds of funds, family offices, hedge funds, and other alternative asset managers. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 11 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support Software | 5.0/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Altvia Solutions - **Location**: Broomfield, US - **Founded**: 2006 ## Commercial Context - **Starting Price**: $1,800.00 - **Pricing Details**: Contact Altvia for pricing details. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Albania, Andorra, Austria, Belarus, Belgium, Bosnia & Herzegovina, Bulgaria, Croatia, Cyprus, Czechia, Denmark, Estonia, Faroe Islands, Finland, France, Germany, Gibraltar, Greece, Greenland, Guernsey and 34 more ## Features - Activity Dashboard - Alerts/Notifications - Benchmarking - Client Management - Client Portal - Collaboration Tools - Compliance Management - Compliance Tracking - Contact Management Software - Customer Database - Document Management Software - Financial Analysis - For Financial Institutions - Investments Tracking - Investor Reporting - Lead Management Software - Marketing Automation Software - Performance Metrics - Pipeline Management - Portfolio Management - Private Equity - Reporting & Statistics ## Integrations (1 total) - Salesforce Sales Cloud ## Support Options - Email/Help Desk - Knowledge Base Software - Phone Support - Chat ## Category - [Investment Management Software](https://www.capterra.ae/directory/20010/investment-management/software) ## Related Categories - [Investment Management Software](https://www.capterra.ae/directory/20010/investment-management/software) - [Financial CRM Software](https://www.capterra.ae/directory/30562/financial-crm/software) - [Equity Management Software](https://www.capterra.ae/directory/31561/equity-management/software) ## Alternatives 1. [Backstop](https://www.capterra.ae/software/169054/backstop) — 4.3/5 (46 reviews) 2. [Morningstar Direct](https://www.capterra.ae/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews) 3. [Dynamo Software](https://www.capterra.ae/software/67068/dynamo) — 4.6/5 (34 reviews) 4. [Zapflow](https://www.capterra.ae/software/164085/zapflow) (0 reviews) 5. [PackHedge](https://www.capterra.ae/software/164389/packhedge) — 4.9/5 (11 reviews) ## Reviews ### "Altvia AIM review" — 5.0/5 > **Nicholas** | *6 January 2022* | Financial Services Software | Recommendation rating: 9.0/10 > > **Pros**: AIM is designed with PE asset management at its heart, and is easily customized to fit the distinct processes and needs of our business. > > **Cons**: 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 August 2020* | Financial Services Software | Recommendation rating: 8.0/10 > > **Pros**: 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. > > **Cons**: 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 March 2020* | Venture Capital & Private Equity | Recommendation rating: 8.0/10 > > **Pros**: 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. > > **Cons**: 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 February 2020* | Investment Management Software | Recommendation rating: 10.0/10 > > **Pros**: - 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 > > **Cons**: - 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 August 2020* | Venture Capital & Private Equity | Recommendation rating: 9.0/10 > > **Pros**: 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. > > **Cons**: 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\ Next: [Next page](https://www.capterra.ae/software/128748/aim?page=2) ## Links - [View on Capterra](https://www.capterra.ae/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