Altvia AIM (Alternative Investment Management) vs. Envestnet MoneyGuide
Altvia AIM (Alternative Investment Management) vs. Envestnet MoneyGuide
| 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 | |
 Envestnet MoneyGuide | N/A | Designed for advisors with the client in mind, MoneyGuidePro® provides solutions and smart assumptions to help advisors navigate the complex financial elements of their clients' lives. The product is now supported by Envestnet (acquired in late 2019). | N/A |
| Altvia AIM (Alternative Investment Management) | Envestnet MoneyGuide | |||||||||||||||
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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) | Envestnet MoneyGuide | |
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| ScreenShots | Altvia AIM Screenshots   |