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.)

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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