Compare AIM и Wealth EOffice

Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.

Starting price from 1 usd. from 1 usd.
Who this service is for

AIM, the premier Private Equity solution on the Salesforce platform, enables you to consolidate your data into one central system for operational e... Read more

India's First Generation On Demand Wealth Management Software. For financial advisors/wealth managers/ financial Planners.

Rating
4.8 / 5
0 / 5
3D CAD software features
Data Import/Export
Data Import/Export
Electronic Medical Records software features
Compliance Tracking
Compliance Tracking
Investment Management software features
Bonds / Stocks
Fund Management
Real Estate
Bonds / Stocks
Fund Management
Real Estate
Customer Service software features
Performance Metrics
Performance Metrics
Energy Management software features
Benchmarking
Benchmarking
Accounting Practice Management software features
Client Management
Client Portal
Client Management
Client Portal
Interface screenshot
Desktop & Mobile Platforms

Cloud-hosted / box software

Application

Cloud-hosted / box software

Support Working hours, Online Working hours, Online
Training
Documentation
Webinars
Personal
Online
Documentation
Webinars
Personal
Online
Reviews
5 / 5

Outstanding Implementation, Looking Forward to Years of Partnership

Benefits:

I like having the flexibility of Salesforce without the expensive, unwieldy implementation and with signficant ongoing support. Altvia understands ... Read more

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.

Drawbacks:

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

Summary:

Brian K.
5 / 5

Excellent CRM for Fund and Investment Management

Benefits:

- Customizability: By working closely with the Altvia team, we were able to customize AIM to fit our existing processes vs changing our process to ... Read more

- 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

Drawbacks:

- 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... Read more

Summary:

- 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 bri... Read more

Mike W.
5 / 5

Customizing Reports is Easy

Benefits:

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 s... Read more

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.

Drawbacks:

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 t... Read more

Summary:

Since we log deals and manage investors, its great to have all the details accessible in the same place.

Dawn C.
5 / 5

Great CRM for Private Markets

Benefits:

Altvia is well-structured and customizable for a private market investor. The Salesforce basis of the product is very helpful because of the additi... Read more

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.

Drawbacks:

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... Read more

Summary:

Mary K.

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