TrustRadius

Altvia AIM (Alternative Investment Management) vs. Envestnet Platform

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
Envestnet Platform
Score 7.5 out of 10
N/A
Envestnet headquartered in Chicago offers their investment portfolio management plaform and suite of applications.N/A
Pricing
Altvia AIM (Alternative Investment Management)Envestnet Platform
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Altvia AIMEnvestnet Platform
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeRequiredNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Altvia AIM (Alternative Investment Management)Envestnet Platform
Top Cons

No answers on this topic

User Ratings
Altvia AIM (Alternative Investment Management)Envestnet Platform
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Altvia AIM (Alternative Investment Management)Envestnet Platform
Likelihood to Recommend
Altvia
No answers on this topic
Envestnet
It is very well suited for reviewing client proposals, model portfolios and analyzing underlying holdings within various funds and portfolios. Envestnet also creates very clean client reports that are easy to read and understand. We also like Envestnet's proposal tool and have used the various proposal functions and reports when pitching new business.
Verified User
Anonymous
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Pros
Altvia
No answers on this topic
Envestnet
  • Fund analytics.
  • Portfolio construction.
  • Sales and trading.
Verified User
Anonymous
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Cons
Altvia
No answers on this topic
Envestnet
  • Online interface.
  • Slow load up times.
  • Clunky process of searching for funds.
Verified User
Anonymous
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Alternatives Considered
Altvia
No answers on this topic
Envestnet
Envestnet’s platform is very clean and user friendly. They have continued to provide software and platform updates and are open to client feedback and critiques. The portfolio analysis tool is a lot cleaner and more professional compared to other tools like Morningstar Direct and assetmark. Their fund universe is very extensive and with the additions of CITs we’ve been able to leverage the tool more effectively
Verified User
Anonymous
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Return on Investment
Altvia
No answers on this topic
Envestnet
  • Increased revenue.
  • Increased client service metrics.
  • Better fund analysis approach.
Verified User
Anonymous
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ScreenShots

Altvia AIM Screenshots

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