AdvisorEngine vs. Altvia AIM (Alternative Investment Management)
AdvisorEngine vs. Altvia AIM (Alternative Investment Management)
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 AdvisorEngine | N/A | AdvisorEngine in New York offers their enterprise B2B digital wealth management technology platform. Built for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. AdvisorEngine integrates with various technologies and financial services CRMs such as the company's own Junxure, as well as Redtail, Salesforce, and other tools. | N/A | |
 Altvia AIM | N/A | AIM, Altvia’s portfolio management CRM solution, is a proven solution to harness interactions of your investments, portfolio performance, and back-end systems to scale your growth. The vendor aims to help you successfully raise and deploy capital, ensure compliance and deliver a trusted and transparent experience to stakeholders and investors. According to the vendor, their solution will help you translate data and relationships into institutional knowledge to gain the competitive advantage… | N/A |
| AdvisorEngine | Altvia AIM (Alternative Investment Management) | |||||||||||||||
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| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
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| Entry-level Setup Fee | No setup fee | Required | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| AdvisorEngine | Altvia AIM (Alternative Investment Management) | |
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| ScreenShots | Altvia AIM Screenshots   |