With increasing demands for more transparency, fund managers and institutional investors are challenged with the means by which to capture, report and share information. Altvia Correspond Investor Edition, formerly AIM Investor Correspondence, is a document distribution add-on to the AIM solution on the Salesforce platform that bridges the gap between your CRM, front-office activities and legacy accounting system. With this communication tool, you can easily generate personalized Capital Call Notices, Distribution Notices, K1’s, Quarterly/Annual Reports and more – and then deliver via email or ShareSecure.
• Track each investor’s correspondence preferences and automatically distribute documents
Allocations Made Easy
• Calculate allocations of capital calls and distributions based on investor commitments and prorata ownership
• Integrated communication tool that connects AIM, ShareSecure (data room/LP portal) and legacy accounting systems so that you can generate documents and deliveries
• Integrate Investor Correspondence with your existing accounting and document generation means to more efficiently match files to investors/recipients, names these files and distribute in seconds