--- description: Avaliações detalhadas do Altvia com base nos recursos, preços, facilidade de utilização e classificações. Veja rapidamente as vantagens e desvantagens as no GetApp Portugal. Compare o Altvia com produtos similares. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Altvia - Avaliações, preços e classificações | GetApp Portugal 2026 --- Breadcrumb: [Home](/) > [Software de Gestão de Investimentos](/directory/17/investment-portfolio-management/software) > [Altvia](/software/118343/aim) # Altvia Canonical: https://www.getapp.pt/software/118343/aim Page: 1 / 2\ Seguinte: [Next page](https://www.getapp.pt/software/118343/aim?page=2) > AIM é uma solução de CRM de private equity baseada na nuvem para o Salesforce, que ajuda empresas de todos os tamanhos a consolidar dados em um sistema central para gerenciar operações e fluxo de trabalho. A plataforma permite que as empresas otimizem investimentos, portfólio, sistemas de back-end, colaboração em equipe, conformidade e muito mais. > > Verdict: Rated **4.8/5** by 11 users. Top-rated for **Probabilidade de recomendação**. ----- ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.8/5** | 11 Avaliações | | Praticidade | 4.3/5 | Based on overall reviews | | Suporte ao cliente | 5.0/5 | Based on overall reviews | | Relação qualidade/preço | 4.8/5 | Based on overall reviews | | Recursos | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Altvia Solutions - **Location**: Broomfield, EUA - **Founded**: 2006 ## Commercial Context - **Preço inicial**: 1800,00 US$ - **Target Audience**: 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+ - **Deployment & Platforms**: Nuvem, SaaS, baseado na web - **Idiomas**: inglês - **Available Countries**: Alanda, Albânia, Alemanha, Andorra, Bielorrússia, Bulgária, Bélgica, Bósnia e Herzegovina, Chipre, Chéquia, Cidade do Vaticano, Croácia, Dinamarca, Eslováquia, Eslovénia, Espanha, Estados Unidos, Estónia, Finlândia, França and 34 more ## Recursos - API - Acesso para Celular - Acompanhamento de atividades - Agendamento de tarefas - Alertas/notificações - Análise de dados visual - Análise financeira - Arrastar e soltar - Automação de marketing - Banco de dados do cliente - Benchmarking - CRM - Campos personalizáveis - Controles/permissões de acesso - Ferramentas de colaboração - For Financial Institutions - Gerenciamento de contatos - Gerenciamento de documentos - Gerenciamento de e-mails - Gestão de auditorias ## Integrations (1 total) - Salesforce Sales Cloud ## Opções de suporte - Email/Help Desk - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Software de Gestão de Investimentos](https://www.getapp.pt/directory/17/investment-portfolio-management/software) ## Categorias relacionadas - [Software de Gestão de Investimentos](https://www.getapp.pt/directory/17/investment-portfolio-management/software) - [Software de CRM Financeiro](https://www.getapp.pt/directory/1265/financial-crm/software) - [Software de Gestão do Patrimônio Líquido](https://www.getapp.pt/directory/1783/equity-management/software) ## Alternativas 1. [Certent Equity Management](https://www.getapp.pt/software/107231/certent-equity-management) — 4.6/5 (85 reviews) 2. [Capboard](https://www.getapp.pt/software/2055689/capboard) — 4.7/5 (10 reviews) 3. [Carta](https://www.getapp.pt/software/117139/carta-equity-management) — 4.2/5 (62 reviews) 4. [Creatio CRM](https://www.getapp.pt/software/90504/bpm-online-crm) — 4.7/5 (133 reviews) 5. [Orchestra](https://www.getapp.pt/software/2048419/orchestra) — 4.8/5 (11 reviews) ## Avaliações ### "Altvia AIM review" — 5.0/5 > **Nicholas** | *6 de janeiro de 2022* | Serviços financeiros | Recommendation rating: 9.0/10 > > **Vantagens**: AIM is designed with PE asset management at its heart, and is easily customized to fit the distinct processes and needs of our business. > > **Desvantagens**: 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* | Serviços financeiros | Recommendation rating: 8.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 março de 2020* | Capital de risco e capital privado | Recommendation rating: 8.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 fevereiro de 2020* | Gestão de investimentos | Recommendation rating: 10.0/10 > > **Vantagens**: - 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 > > **Desvantagens**: - 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 de risco e capital privado | Recommendation rating: 9.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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. ----- Page: 1 / 2\ Seguinte: [Next page](https://www.getapp.pt/software/118343/aim?page=2) ## Links - [View on GetApp](https://www.getapp.pt/software/118343/aim) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | pt | | | pt-PT | | ----- ## Structured Data