Preqin Integration
Our Preqin integration was developed with ease-of-use and efficiency in mind.
Source Preqin information right into the CRM with just the click of a button. That means less time spent managing data and more time to manage relationships.
Feature Overview
Altvia’s integration with Preqin is built to provide you with an easier, smarter way to maintain and leverage your CRM data. Source Preqin information to your CRM with a click of a button, allowing you to focus on the real work – relationship management.
When using the Preqin integration, you can:
Import your LPs directly from Preqin without ever leaving the CRM
Eliminate the need to bounce between applications when researching prospects
Target LPs that fit your ideal profile, deliver the appropriate message, and secure investment
Request a Demo
See the Preqin integration in action.
- Create new Accounts and Contacts in the CRM with Preqin data.
- Easily enrich data on previously created Accounts and Contacts with Preqin data.
