Strategic Integrations
Seamlessly Integrate.
Streamline Workflows.
Achieve More.
Achieve operational excellence with unified data.
Eliminate the inefficiencies of juggling multiple systems. Altvia’s platform centralizes your data, fostering seamless collaboration and ensuring transparency throughout your organization. Empower your team to enhance operational efficiency and make informed decisions that drive your strategic objectives.
Enhance your firm’s workflows with a wide range of Salesforce app integrations. Altvia, built on the Salesforce platform, allows alternative asset managers to connect with thousands of apps via the AppExchange, streamlining data collection and boosting user adoption.
- Choose from thousands of app integrations to support your firm’s workflows.
- Connect and enhance data in one location for streamlined data collection.
- Utilize frequently used Private Equity tools like Pitchbook, Capital IQ, Datafox, Sutton Place Strategies, and Preqin.
- Enhance firm-wide processes with third-party applications.
Accelerating Fundraising Pipeline Growth with Enhanced Data Insights.
- Actionable Data Insights: Harness the unique data insights sources from Dakota Marketplace to drive informed and strategic business decisions. This valuable data integration provides a competitive edge by offering a deeper understanding of market dynamics, investment opportunities, and risk factors.
- Differentiate Your Network: Leverage Dakota data to stand out in your network and investor relationships. The enriched information enables you to engage with investment allocators in a more personalized and meaningful manner fostering trust and stronger connections.
- Automated Fundraising: Altvia automates the process of putting fundraising information into the CRM pipeline. This eliminates the need for manual data input, ensuring that fundraising activities are accurately tracked and managed.
A Modern IR Approach to Convert your Funnel Faster. Experience, OnboardingBridge, the first solution to fully integrate a CRM with an investor onboarding platform.
- Import Subdocument Data: Seamlessly import data from sub docs, including subscriber entity information, banking and wiring instructions, and investor contact preferences, directly into Altvia’s AIM CRM.
- Accelerate Timelines: Minimize business delays and expedite fund closures with 80% of sub docs being filled out correctly for the first time around.
- Gain Real-Time Visibility: Empower firm-wide collaboration by providing a live onboarding status to your IR teams within Altvia’s AIM CRM with no additional work.
Enhance your firm’s workflows with a wide range of Salesforce app integrations. Altvia, built on the Salesforce platform, allows alternative asset managers to connect with thousands of apps via the AppExchange, streamlining data collection and boosting user adoption.
- Choose from thousands of app integrations to support your firm’s workflows.
- Connect and enhance data in one location for streamlined data collection.
- Utilize frequently used Private Equity tools like Pitchbook, Capital IQ, Datafox, Sutton Place Strategies, and Preqin.
- Enhance firm-wide processes with third-party applications.
Accelerating Fundraising Pipeline Growth with Enhanced Data Insights.
- Actionable Data Insights: Harness the unique data insights sources from Dakota Marketplace to drive informed and strategic business decisions. This valuable data integration provides a competitive edge by offering a deeper understanding of market dynamics, investment opportunities, and risk factors.
- Differentiate Your Network: Leverage Dakota data to stand out in your network and investor relationships. The enriched information enables you to engage with investment allocators in a more personalized and meaningful manner fostering trust and stronger connections.
- Automated Fundraising: Altvia automates the process of putting fundraising information into the CRM pipeline. This eliminates the need for manual data input, ensuring that fundraising activities are accurately tracked and managed.
A Modern IR Approach to Convert your Funnel Faster. Experience, OnboardingBridge, the first solution to fully integrate a CRM with an investor onboarding platform.
- Import Subdocument Data: Seamlessly import data from sub docs, including subscriber entity information, banking and wiring instructions, and investor contact preferences, directly into Altvia’s AIM CRM.
- Accelerate Timelines: Minimize business delays and expedite fund closures with 80% of sub docs being filled out correctly for the first time around.
- Gain Real-Time Visibility: Empower firm-wide collaboration by providing a live onboarding status to your IR teams within Altvia’s AIM CRM with no additional work.
Our Clients' Results Speak For Themselves:
98%
OF ALTVIA CLIENTS
rank Altvia as their #1 firm software.
200+
HOURS SAVED
per person annually on internal workflows.
8 years
IS AVERAGE TENURE
of Altvia’s client base.
Ready to experience an end-to-end solution for your firm?
Unlock the full potential of your data and streamline your processes with Altvia’s strategic integrations. Schedule a meeting today to see how our platform can fit with your existing tools and workflows.
