Family Office Software
Powering The Top Tier
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.
Sophisticated Portfolio Management
Understanding your position and reporting on the value of your portfolio takes time, data, and constant communication with both the companies and managers. Speed up your processes and increase transparency with robust reporting and communication tools in a software built for family offices.
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.
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.
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.