Family Office Software

Investment management platform to increase performance and stakeholder satisfaction

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.

The partnership is what I appreciate the most. There’s a lot of trust and collaboration. It’s hard to think of Altvia without thinking of the strong players on the team and the value that their understanding of the whole system provides.

Chris Sheehan
Director of Business Processes and Systems, Crestone Capital

A Powerful, Easy-To-Use Platform

Resources

AIM: Manage Contacts & Data

Understand your pipeline with the only platform built for PE on Salesforce.

Guide: Data For Private Equity

How private equity uses software and technology to gain a competitive advantage.

Blog: Efficiency For Fund Managers

Security, transparency and access to data are basic requirements for fund managers.

Case Study: RCP Advisors

RCP Advisors uses AIM to make better decisions with access to deeper insights and better reporting.

Let’s Have a Conversation

How your firm can leverage Altvia for a proprietary edge.