TrustRadius

Altvia AIM (Alternative Investment Management) vs. eMoney Advisor

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Altvia AIM
Score 8.0 out of 10
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
eMoney Advisor
Score 9.8 out of 10
N/A
eMoney Advisor headquartered in Radnor offers an investment portfolio management application for financial advisors.N/A
Pricing
Altvia AIM (Alternative Investment Management)eMoney Advisor
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Altvia AIMeMoney Advisor
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeRequiredNo setup fee
Additional Details——
More Pricing Information
User Ratings
Altvia AIM (Alternative Investment Management)eMoney Advisor
Likelihood to Recommend
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Altvia AIM (Alternative Investment Management)eMoney Advisor
Likelihood to Recommend
Altvia
No answers on this topic
eMoney Advisor
Financial planning provides clients with benchmarks for achieving their financial goals regardless of whether their needs are simple or complex. The client portal allows clients to access their data through an efficient and transparent process, which helps strengthen the relationship between client and firm. The account aggregation software gives clients a complete picture of all transactions and details.
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Pros
Altvia
No answers on this topic
eMoney Advisor
  • Account Aggregation
  • Investment Goals
  • Social Security Analyzer
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Cons
Altvia
No answers on this topic
eMoney Advisor
  • More concise reports
  • Better account aggregation software
  • Better communication with staff on updates
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Alternatives Considered
Altvia
No answers on this topic
eMoney Advisor
Better dashboard for Advisors to uncover insights and new investment possibilities and monitor investment allocation strategies that take actions to improve clients' retirement success. The system allows the firm to be more intuitive with integrations, providing the firm the ability to work more efficiently with less downtime compared to the other systems we evaluated
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
Return on Investment
Altvia
No answers on this topic
eMoney Advisor
  • Client referrals
  • Clients willing to invest new money
  • Stronger bond between client and firm
RB
Richard Blair
CIO (Chief Investments Officer)
Read full review
ScreenShots

Altvia AIM Screenshots

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