As a Pension Fund, you are constantly analyzing GPs, attending quarterly meetings, and evaluating investment opportunities. Your firm must also process and organize numerous updates from managers both in and out of portfolio such that they may be readily accessible and report upon by the team.
Altvia provides an integrated investment management software product suite that enables you to organize solicitations, understand your universe of investment partners, and track your relationships with fund managers. Additionally, you can consolidate information from multiple sources, and capture research with plug-ins such as S&P Capital IQ, Preqin, PitchBook and more.
• Manage your relationships, workflows and data with a Private Equity CRM solution built on the Salesforce platform
• Optimize your customer experience with a full range of services including consulting, implementation, training, support and strategic business reviews
• Integrate Microsoft Outlook and Excel with your CRM solution on the Salesforce platform
• Access your CRM and virtual data room while on the go from any Internet connected mobile device
• Track your exposure in specific industries and geographies with our CRM solution