Altvia AIM (Alternative Investment Management) vs. Wealthbrain
Altvia AIM (Alternative Investment Management) vs. Wealthbrain
Product | Rating | Most Used By | Product Summary | Starting Price |
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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 | |
Wealthbrain | N/A | Wealthbrain is a cloud-based Wealthtech company offering a Portfolio Management System that provides Consolidation, Analytics and Wealth Reporting of financial and lifestyle investments. It also provides a wealth tech ecosystem. Wealthbrain caters to the needs of the following segments of the wealth management sector. Wealth Management Companies Wealth Managers Independent Financial Advisors Family… | N/A |
Altvia AIM (Alternative Investment Management) | Wealthbrain | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
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Entry-level Setup Fee | Required | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Altvia AIM (Alternative Investment Management) | Wealthbrain | |
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ScreenShots | Altvia AIM Screenshots |