--- title: "Altvia Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Altvia Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/128748/AIM/" page_type: "product" language: "en" publication_date: "2026-09-28" --- # Altvia Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 28, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Altvia ## What is Altvia? Founded in 2006, Altvia is the leading private capital platform purpose-built for the full fund lifecycle. Our powerful platform serves private equity, venture capital, fund of funds, and other alternative asset managers so they can grow faster, work smarter, and stay ahead. Altvia removes the friction that slows teams down. We streamline workflows across sales, marketing, compliance, fundraising, and investor relations—connecting siloed data and automating key processes so firms can focus on building relationships and closing deals. ## What is Altvia used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Equity Management](https://www.capterra.com/equity-management-software/) Top alternative Featured Overall rating Based on 11 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1800 Per Year Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Altvia?[Manage this product listing](https://www.g2.com/products/altvia/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Altvia 4.8 (11) VS. [4.7 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting Price $1800 Per Year Starting Price $40 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.3 (11) Ease Of Use 4.7 (21) Value For Money 4.8 (8) Value For Money 4.6 (15) Customer Service 5.0 (9) Customer Service 4.7 (17) ## Altvia alternatives [4.6 (6,130)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars Highest Rated [4.7 (468)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about Altvia Overview ### Which roles and teams benefit most from Altvia? Altvia is most used by private equity investment teams, including partners, investment managers, analysts, and associates, who track deals, relationships, pipeline activity, and portfolio information. Finance leaders use it to support reporting and investor-related records, while operations, administrative, and executive support teams maintain contact data, coordinate workflows, and manage internal processes. Answer based on 11 reviews Overview ### What company size and specific industries is Altvia built for? Altvia is designed for mid-sized to enterprise alternative asset management firms, including private equity, venture capital, funds of funds, family offices, hedge funds, and other investment managers. It is built for organizations in the alternatives sector that need software suited to investment and fund management workflows. Features and Usability ### What are the key features of Altvia? Altvia offers CRM, client management, contact management, and deal management, along with fund management, portfolio management, and investment tracking. It also includes compliance management, audit trail, workflow management, reporting and analytics, real-time dashboards, document management, and third-party integrations for financial institutions and private equity teams. Integrations ### Which third-party tools and platforms does Altvia integrate with? Altvia connects natively to Salesforce Sales Cloud. Getting Started and Support ### What training and onboarding options does Altvia offer? Altvia provides in person training, live online sessions, webinars, and documentation to support teams getting started. In person and live online sessions can guide setup and product use, webinars offer group instruction, and documentation serves as written reference material for self-paced learning and review. Getting Started and Support ### What customer support options does Altvia offer? Altvia provides email/help desk, a knowledge base, phone support, and chat. Support details are not described by reviewer feedback here, so the available channels can only be listed directly. Users can use these contact and self-service options to seek product guidance and troubleshoot issues. ## Features AI summary Based on 877 Investment Management reviews Capterra data shows that buyers of investment management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Altvia supports all three of the features reviewers value most: **Performance Metrics**, **Reporting/Analytics**, and **Investments Tracking**. Together, these capabilities give teams clear visibility into portfolio results, make it easier to review and share investment data, and help businesses monitor holdings more effectively, allowing teams to make informed decisions with greater confidence. Activity Dashboard 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Workflow Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Altvia 57 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. - Benchmarking: Compare key metrics for the business against prominent players in the industry - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Cloud: Provides Cloud deployment options (private or public cloud, hybrid cloud). - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Import/Export: Import and export data to and from software applications - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - Forecasting: Form predictions based on past and present data/trends - Fund Management: Manage allocation and performance of financial assets - Interaction Tracking: Track interaction history by documenting conversations for contacts - Investment Research: Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets - Investments Tracking: Monitor capital allocation and asset prices over time - Investor Reporting: Compile and report on all investor activities - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Private Equity: Shares and stocks owned by individuals in a company that is not trading publicly in the stock market - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Scheduling: Track and manage the scheduling of tasks - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visualization: Graphical representation of data or processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.7 (11) 4.7 Based on 11 reviews ## Pricing Value for money 4.8 (8) Basic $1,800 Per Year Value for money 4.8 (8) 4.8 Based on 8 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (9) 5.0 Based on 9 reviews ## User reviews Overall rating 4.8 Based on 11 reviews Filter by rating Counts reflect reviews available in this feed. 5(9) 4(2) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful RE Reviewer Operations Manager Used the software for: Less than 1 year ### "Altvia AIM review" 5.0 January 10, 2022 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Director of Finance Used the software for: Less than 1 year ### "Outstanding Implementation, Looking Forward to Years of Partnership" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 20, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Investment Manager Used the software for: 3-5 years ### "Great tool for managing and reporting on portfolio performance. " 5.0 March 30, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Private Equity Associate Used the software for: 3-5 years ### "Excellent CRM for Fund and Investment Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 18, 2020 \- 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. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Executive Assistant Used the software for: 3-5 years ### "Customizing Reports is Easy" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 19, 2020 Since we log deals and manage investors, its great to have all the details accessible in the same place. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Analyst Used the software for: 1-3 years ### "Great CRM for Private Markets" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 28, 2021 Pros 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. Cons 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). Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Senior Associate Used the software for: 3-5 years ### "Single Source of Truth" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 13, 2022 Pros Awesome product - implemented Altvia to connect two disparate systems between investment & fundraising capabilities. Support is top-notch. Will scale with us as a firm. Cons There are various Salesforce limitations Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Office Manager Used the software for: Less than 1 year ### "New to Altvia but pleased so far" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 15, 2020 Pros 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. Cons 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Administration Used the software for: Less than 1 year ### "Very Happy with AIM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 13, 2022 Overall, we are very happy with the client management and fundraising tools. The staff at Altvia have been terrific to work. We are still learning, and they are always quick to respond when we have issues, and help us to find solutions. Pros AIM allows us to easily distribute information and reports to clients. Cons Generating reports is not as intuitive as I wish it could be. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Junior Associate Used the software for: 1-3 years ### "Useful tools" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 5, 2021 Pros 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. Cons If we could modify/customize our views, formats and fields more easily from our end, that would be more efficient. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/128748/AIM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.