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Altvia
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based private equity CRM solution for Salesforce
Table of Contents
Altvia - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: August 2025
Altvia overview
What is Altvia?
AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations and workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, and more.
AIM offers a range of features such as client management, performance metrics, fund and portfolio management, benchmarking, modeling and simulation, data import/export, and compliance reporting. The platform helps investment advisors, investors and traders track fundraising and stakeholder relationships. AIM enables businesses to report information on organizations and connections, and also allows users to track calls, meetings and email notes with instant notifications.
AIM helps corporations manage the complete capital raising process lifecycle with detailed information on prospects, as well as investors. The platform lets users automatically generate, distribute and track private placement memorandums (PPMs) with a real-time progress overview. The portfolio management feature facilitates detailed insights into deal information, funds and direct investment ratios. AIM ensures compliance with due diligence to facilitate auditing.
Starting price
per year
Alternatives
with better value for money
Altvia’s user interface
Altvia reviews
Overall rating
4.8
/5
11
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.18/10
5
4
3
2
1
9
2
0
0
0
Who uses Altvia?
Based on 11 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Altvia's key features
Most critical features, based on insights from Altvia users:
All Altvia features
Features rating:
Altvia alternatives
Altvia
Starting from
1800
Per year
Maximizer CRM
Starting from
No pricing info
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Starting from
No pricing info
Redtail CRM
Starting from
No pricing info
Altvia pricing
Value for money rating:
Starting from
1800
Per year
User opinions about Altvia price and value
Value for money rating:
Altvia integrations (3)
Top integrations
Altvia support options
Typical customers
Platforms supported
Support options
Training options
Altvia FAQs
Altvia has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
These products have better value for money
Q. What languages does Altvia support?
Altvia supports the following languages:
English
Q. Does Altvia offer an API?
Yes, Altvia has an API available for use.
Q. What level of support does Altvia offer?
Altvia offers the following support options:
Chat, Phone Support, Email/Help Desk, Knowledge Base