--- description: Detaillierte Informationen über Altvia zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Altvia Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026 --- Breadcrumb: [Startseite](/) > [Anlagenverwaltung Software](/directory/20010/investment-management/software) > [Altvia](/software/128748/aim) # Altvia Canonical: https://www.capterra.ch/software/128748/aim Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/128748/aim?page=2) > Verwalte Mittelbeschaffung, Dealflow, Due Diligence und Portfolios. Für alternative Vermögensverwalter und institutionelle Anleger. > > Bewertung: **4.8/5** von 11 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet Altvia? Private Equity, Venture Capital, Immobilien, Family Offices, Dachfonds, institutionelle Anleger, Pensionsfonds-Manager, Platzierungsagenten und Stiftungen ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.8/5** | 11 Nutzerbewertungen | | Bedienkomfort | 4.3/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 5.0/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.8/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.7/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Altvia Solutions - **Region**: Broomfield, USA - **Gegründet**: 2006 ## Gewerblicher Kontext - **Startpreis**: $ 1'800.00 - **Zielgruppe**: 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+ - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Albanien, Andorra, Belarus, Belgien, Bosnien und Herzegowina, Bulgarien, Deutschland, Dänemark, Estland, Finnland, Frankreich, Färöer, Gibraltar, Griechenland, Grönland, Guernsey, Irland, Island, Isle of Man, Italien und 34 weitere ## Funktionen - Aktivitäts-Dashboard - Alarmfunktion / Benachrichtigungen - Benchmarking - Berichterstattung und Statistik - Compliance Management - Compliance-Verfolgung - Dokumentenmanagement - Finanzanalyse - For Financial Institutions - Investment-Tracking - Investor-Berichterstattung - Kontaktmanagement - Kundendatenbank - Kundenmanagement - Kundenportal - Leadmanagement - Leistungskennzahlen - Marketing-Automatisierung - Pipeline-Management - Portfoliomanagement - Private Equity - Werkzeuge zur Zusammenarbeit ## Integrationen (1 insgesamt) - Salesforce Sales Cloud ## Optionen für Kundensupport - E-Mail/Helpdesk - Wissensdatenbank - Telefon-Support - Chat ## Category - [Anlagenverwaltung Software](https://www.capterra.ch/directory/20010/investment-management/software) ## Ähnliche Kategorien - [Anlagenverwaltung Software](https://www.capterra.ch/directory/20010/investment-management/software) - [CRM Software für Banken & Finanzdienstleister](https://www.capterra.ch/directory/30562/financial-crm/software) - [Equity Management Software](https://www.capterra.ch/directory/31561/equity-management/software) ## Alternativen 1. [Backstop](https://www.capterra.ch/software/169054/backstop) — 4.3/5 (46 reviews) 2. [Dynamo Software](https://www.capterra.ch/software/67068/dynamo) — 4.6/5 (34 reviews) 3. [Zapflow](https://www.capterra.ch/software/164085/zapflow) (0 reviews) 4. [Allvue](https://www.capterra.ch/software/122634/allvue-systems) — 5.0/5 (1 reviews) 5. [DealCloud](https://www.capterra.ch/software/139967/dealcloud) — 4.5/5 (21 reviews) ## Nutzerbewertungen ### "Altvia AIM review" — 5.0/5 > **Nicholas** | *6. Januar 2022* | Finanzdienstleistungen | Empfehlungsbewertung: 9.0/10 > > **Vorteile**: AIM is designed with PE asset management at its heart, and is easily customized to fit the distinct processes and needs of our business. > > **Nachteile**: 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* | Finanzdienstleistungen | Empfehlungsbewertung: 8.0/10 > > **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. ----- ### "Great tool for managing and reporting on portfolio performance." — 5.0/5 > **James** | *25. März 2020* | Risikokapital & privates Eigenkapital | Empfehlungsbewertung: 8.0/10 > > **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. ----- ### "Excellent CRM for Fund and Investment Management" — 5.0/5 > **Mike** | *12. Februar 2020* | Vermögensverwaltung | Empfehlungsbewertung: 10.0/10 > > **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. > > \- 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* | Risikokapital & privates Eigenkapital | Empfehlungsbewertung: 9.0/10 > > **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. > > Since we log deals and manage investors, its great to have all the details accessible in the same place. ----- Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.ch/software/128748/aim?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.ch/software/128748/aim) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | 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 | | ----- ## Strukturierte Daten