The First Fully Integrated CRM and Electronic Subdocument Solution to Provide a Market-leading LP Experience.
- Import Subdocument Data
- Seamlessly import data from sub docs, including subscriber entity information, banking and wiring instructions, and investor contact preferences, directly into Altvia’s AIM CRM.
- Accelerate Timelines
- Minimize business delays and expedite fund closures with 80% of sub docs being filled out correctly the first time around.
- Gain Real-Time Visibility
- Empower firm-wide collaboration by providing a live onboarding status to your IR teams within Altvia’s AIM CRM with no additional work.