Crestone Capital delivers a suite of fully-integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their unique legacy. With over 25 years of experience and approximately $2.3 billion in assets under management, they help entrepreneurs, business owners, and their families pursue a better life lived.


With increasing assets under management, Crestone sought out a system to support business growth, create operational efficiencies, and better serve their stakeholders. The team was using a set of disparate systems including Excel sheets, PDFs, and Microsoft Dynamics. It was cumbersome to gather all client data into a central location, and the group had difficulty with their business processes.

The Solution

The Crestone team chose Altvia and rolled out the AIM platform to the firm
in January of 2018. The addition of Altvia’s Managed Services supports the unique family office customization use-cases that Crestone wanted to support their clients. Also, with Investor Correspond, the team has a more efficient method for asset management and agreement distribution and signature collection.

“The partnership is what I appreciate the most. There’s a lot of trust and collaboration. It’s hard to think of Altvia without thinking of the strong players on the team and the value that their understanding of the whole system provides.”

-Chris Sheehan, Director of Business Processes and Systems

The Results

Before Altvia, advisors spent hours sorting through Excel sheets of capital calls to determine if there were available funds and then send emails to get the trade—ultimately, 80+ emails had to be typed and sent. “It was a lot of work to launch the pool and get the commitments.” says Chris. Now everything is streamlined, capital call records are easy to access, and distribution notices are simpler to send. However, it’s more than just software.

Download the complete case study for more about Crestone Capital and the Altvia solutions that saved them time.