Altvia AIM (Alternative Investment Management) vs. BullFinch Wealth Suite
Altvia AIM (Alternative Investment Management) vs. BullFinch Wealth Suite
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 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 | |
 BullFinch Wealth Suite | N/A | Bullfinch XG is a portfolio monitoring and management software solution designed to serve Wealth Service, PMS, and Family Offices. This unified wealth management suite integrates front, middle, and back-office solutions for managing clients' entire investment portfolios. It is presented as a comprehensive, customer-centric package, which offers customers with interaction portal, fund manager utility, wealth, asset, and portfolio management. The wealth management suite integrates front,… | N/A |
| Altvia AIM (Alternative Investment Management) | BullFinch Wealth Suite | |||||||||||||||
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| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
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| Entry-level Setup Fee | Required | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| Altvia AIM (Alternative Investment Management) | BullFinch Wealth Suite | |
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| ScreenShots | Altvia AIM Screenshots   |