Front to Back Office Integration

Altvia’s integrated front to back office communication tool bridges AIM, the Private Equity CRM solution on the Salesforce platform, with legacy accounting systems. This tool, Altvia Correspond Investor Edition, is an add­-on module to AIM that provides fund managers with the ability to easily distribute partner-­wide correspondence to investors in minutes.

 

 

FEATURES INCLUDE:

  • Easily manage all of the documents in Altvia’s data room/investor portal throughout the publishing  process
  • Get control over the entire delivery process of investment materials so you can custom-tailor your investors’ experience and ensure accuracy
  • Track and manage communications preferences for your investors (email, investor portal, mail,  etc.)

Request a brochure 

Please complete this brief form to receive an overview that includes additional features and technical capabilities.

 

Altvia’s integrated communication tool bridges AIM, the Private Equity CRM solution on the Salesforce platform, with legacy accounting systems. This communication tool, Altvia Correspond Investor Edition, is an add­-on module to AIM that provides fund managers with the ability to easily distribute partner-­wide correspondence to investors in minutes.

 

 

FEATURES INCLUDE:

  • Easily manage all of the documents in Altvia’s data room/investor portal throughout the publishing  process
  • Get control over the entire delivery process of investment materials so you can custom-tailor your investors’ experience and ensure accuracy
  • Track and manage communications preferences for your investors (email, investor portal, mail,  etc.)

Request a brochure 

Please complete this brief form to receive an overview that includes additional features and technical capabilities.

 

800.914.9120  303.565.5922

800.914.9120