Altvia AIM (Alternative Investment Management) vs. Wealthbrain

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
Wealthbrain
Score 0.0 out of 10
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
Pricing
Altvia AIM (Alternative Investment Management)Wealthbrain
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Altvia AIMWealthbrain
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeRequiredNo setup fee
Additional Details
More Pricing Information
User Testimonials
Altvia AIM (Alternative Investment Management)Wealthbrain
ScreenShots

Altvia AIM Screenshots

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