Family Office Software
Family Office Management Software
As a Family Office, you are continuously evaluating investment opportunities, attending quarterly meetings, and analyzing GPs. You need a family office software platform to capture, consolidate and organize related contacts and updates to keep your team on top of your data.
Altvia provides an integrated product suite that enables you to organize solicitations, understand your universe of investment partners, and track relationships with fund managers. Additionally, you can consolidate information from multiple sources, and capture research from plug-ins such as Capital IQ, Preqin, DataFox and more.
Secure Virtual Portal & Data Room
Store and share sensitive documents via a branded investor portal that integrates with your CRM. Provide a seamless and streamlined experience for stakeholders to interact and access the right information when they demand it.
- Ease internal processes and execute documents within the portal by adding on an e-signature product
- Keep members happy with easy to collect and manage communication preferences
- Manage access to documents by internal and external users for privacy and security
Complete Contact & Data management
Manage your relationships, workflows and data with a family office software. Efficiently and effectively track investments, manage investment partner relations, perform due diligence, and prepare for calls and meetings.
- Categorize and organize the variety of firms, intermediaries, and deals you have with custom fields and data types
- Easily access data or log calls and meetings on-the-go from your phone
- Synchronize contact information and emails between your Outlook/Gmail and CRM
Data Analytics & Business Intelligence
Track key data including your exposure in specific industries or geographies. Internal and external stakeholders will know positioning and performance with easily configurable and filterable dashboards and reports.
- Augment your data with integrations from third-party data and research sources
- Schedule Reports or Dashboards to email to other users or groups at regular intervals to understand pipeline progress and fund performance
- Take your data to the next level with a robust business intelligence solution.
Chris Sheehan
Director of Business Processes and Systems, Crestone Capital
