--- description: ¿Qué piensan los usuarios de Altvia? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Altvia gracias a Capterra Colombia. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Altvia - Opiniones, precios y características - Capterra Colombia 2026 --- Breadcrumb: [Inicio](/) > [Software de gestión de carteras](/directory/20010/investment-management/software) > [Altvia](/software/128748/aim) # Altvia Canonical: https://www.capterra.co/software/128748/aim Página: 1 de 2\ Siguiente: [Página siguiente](https://www.capterra.co/software/128748/aim?page=2) > Gestiona la recaudación de fondos, el flujo de negocios, la diligencia debida y las carteras. Para administradores de fondos de activos alternativos e inversores institucionales. > > Veredicto: 11 usuarios lo han valorado con **4.8/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Altvia? Capital privado, capital de riesgo, bienes raíces, oficinas familiares, fondos de fondos, inversionistas institucionales, administradores de fondos de pensiones, agentes de colocación, dotaciones y fundaciones ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.8/5** | 11 Opiniones | | Facilidad de uso | 4.3/5 | Basado en las opiniones generales | | Asistencia al cliente | 5.0/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.8/5 | Basado en las opiniones generales | | Funciones | 4.7/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Altvia Solutions - **Ubicación**: Broomfield, EE. UU. - **Constitución**: 2006 ## Contexto comercial - **Precio inicial**: US$ 1.800,00 - **Público objetivo**: 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000, 5.001-10.000, 10.000+ - **Despliegue y plataformas**: Cloud, SaaS, Web - **Idiomas admitidos**: inglés - **Países disponibles**: Albania, Alemania, Andorra, Austria, Bielorrusia, Bosnia y Herzegovina, Bulgaria, Bélgica, Chequia, Chipre, Ciudad del Vaticano, Croacia, Dinamarca, Eslovaquia, Eslovenia, España, Estados Unidos, Estonia, Finlandia, Francia y 34 más ## Funciones - Alertas y notificaciones - Análisis financiero - Automatización de marketing - Base de datos de clientes - Benchmarking - Capital privado - Creación de informes de inversores - Creación de informes y estadísticas - For Financial Institutions - Gestión de carteras - Gestión de clientes - Gestión de clientes potenciales - Gestión de contactos - Gestión de documentos - Gestión de la conformidad - Gestión del pipeline - Herramientas de colaboración - Métricas de rendimiento - Panel de actividades - Portal de clientes - Seguimiento de inversiones - Seguimiento de la conformidad ## Integraciones (en total: 1) - Salesforce Sales Cloud ## Opciones de asistencia - E-mail/Help Desk - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software de gestión de carteras](https://www.capterra.co/directory/20010/investment-management/software) ## Categorías relacionadas - [Software de gestión de carteras](https://www.capterra.co/directory/20010/investment-management/software) - [Software CRM para el sector financiero](https://www.capterra.co/directory/30562/financial-crm/software) - [Software de inversión](https://www.capterra.co/directory/31561/equity-management/software) ## Alternativas 1. [Creatio CRM](https://www.capterra.co/software/130149/bpm-online-crm) — 4.7/5 (133 reviews) 2. [Dynamo Software](https://www.capterra.co/software/67068/dynamo) — 4.6/5 (34 reviews) 3. [Backstop](https://www.capterra.co/software/169054/backstop) — 4.3/5 (46 reviews) 4. [DealCloud](https://www.capterra.co/software/139967/dealcloud) — 4.5/5 (21 reviews) 5. [Seeking Alpha](https://www.capterra.co/software/1012322/seeking-alpha) — 4.3/5 (43 reviews) ## Opiniones ### "Altvia AIM review" — 5.0/5 > **Nicholas** | *6 de enero de 2022* | Servicios financieros | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: AIM is designed with PE asset management at its heart, and is easily customized to fit the distinct processes and needs of our business. > > **Puntos en contra**: This software is built on Salesforce platform. Anyone who has issues with salesforce functionality may run into similar issues with AIM i.e. certain quirks with salesforce reports are present in AIM reports. ----- ### "Outstanding Implementation, Looking Forward to Years of Partnership" — 5.0/5 > **Brian** | *12 de agosto de 2020* | Servicios financieros | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: I like having the flexibility of Salesforce without the expensive, unwieldy implementation and with signficant ongoing support. Altvia understands the needs of investment firms and it shows during the implementation process. Great out of the box functionality and easily customized with their great team. > > **Puntos en contra**: The standard reporting (in Salesforce) is a little clunky for building ad hoc reports. It's also very intimidating for the novice user. ----- ### "Great tool for managing and reporting on portfolio performance." — 5.0/5 > **James** | *25 de marzo de 2020* | Capital riesgo y capital privado | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: Integrating the AIM product into our existing processes was easy and very well managed by the Altvia team. The end product is an easy-to-use and effective tool for us to manage our investees and report on portfolio performance. Ongoing support from Altvia has been timely and of excellent quality. > > **Puntos en contra**: More sophisticated reporting and business intelligence tools would be useful, and ultimately we are constrained by the functionality of Salesforce. Altvia has however provided assistance in investigating third party solutions. ----- ### "Excellent CRM for Fund and Investment Management" — 5.0/5 > **Mike** | *12 de febrero de 2020* | Gestión de inversiones | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: - Customizability: By working closely with the Altvia team, we were able to customize AIM to fit our existing processes vs changing our process to fit the system. This made both the implementation and user adoption process much simpler and more efficient than comparable products. Over 3+ years of using the system, we've made countless customizations and the Altvia has been supporting us every step of the way. - All the benefits of the Salesforce Platform (non-captive, secure, extensive educational resources, etc.) coupled with numerous industry-specific functions (i.e. deal pipeline, Funds, etc.) and a very knowledgeable support staff - Altvia Correspond email client is a vast improvement over our prior mass email tool and simplified vendor management > > **Puntos en contra**: - It can take a little time to get "up to speed" on Salesforce and some of the more advanced functions (i.e. reporting, validation rules, etc.). I recommend nominating 1 or 2 "super users" to lead this charge and support remaining team members as they get up the learning curve. - Mass migration of data into the system can be a little tricky, but the Altiva team was able to help us through the whole process. > > \- The Altvia team has a firm understanding of the investment world and private equity in particular, which was a huge value-add when it came to bridging the contextual / technical gap between our respective teams. - Excellent support from the team at Altvia. Beyond promptly answering our questions and supporting the development of customizations and additional functions with AIM, the Altvia team provides us with feedback on our usage of AIM and offers potential areas for improvement. We never feel as if we're being "sold" on another product, but rather working collaboratively to develop solutions that truly add-value to our business. This is a rare quality in service providers, especially within our industry. - Improved Tracking of Deal Pipeline: We were able to migrate our entire deal pipeline tracking process into AIM (previously Excel), which has saved time and improved both the quality and availability of our data. ----- ### "Customizing Reports is Easy" — 5.0/5 > **Dawn** | *10 de agosto de 2020* | Capital riesgo y capital privado | Valoración de la recomendación: 9.0/10 > > **Puntos a favor**: I often get requests from management and have to create reports from scratch. I find it easier to refer to other reports and then alter them and save them. If I'm ever stuck with reporting, the Customer Service team is quick to respond. As an admin, I can add fields on my own without having to ask for assistance - which is very helpful if someone is in the middle of a project. You can scan or upload a PDF and then search for keywords and find it under Files. > > **Puntos en contra**: If we have an investor that is part of multiple funds, and the Primary Contact or Advisor within that organization changes, then we need to alter the Primary Contact at the Fund Level manually - which can lead to a lot of work if they have multiple entries. > > Since we log deals and manage investors, its great to have all the details accessible in the same place. ----- Página: 1 de 2\ Siguiente: [Página siguiente](https://www.capterra.co/software/128748/aim?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.co/software/128748/aim) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | | sv | | ----- ## Datos estructurados