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.
- 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.)