TrustRadius

Altvia Correspond vs. ReportWa

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Altvia Correspond
Score 9.9 out of 10
N/A
Altiva Correspond helps bridge the gap between a CRM, front-office activities and legacy accounting system. Users can generate personalized Capital Call Notices, Distribution Notices, K­1s, Quarterly/Annual Reports and more, incorporating data already stored into AIM. Depending on individual recipients’ preferences, you can also automatically deliver these documents via email or ShareSecure. Business benefits and features of the Investor Edition include: Investor…N/A
ReportWa
Score 6.4 out of 10
N/A
ReportWa is a real-time report creation and distribution solution that empowers financial advisors with self-service capabilities. ReportWa is a single tool for your reporting and compliance needs that lets you design pixel-perfect reports with data visualization, allowing users to gain useful insights into their data right inside their favorite MS Word and Excel files. In a few clicks, users can configure all the processes once and reuse…N/A
Pricing
Altvia CorrespondReportWa
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Altvia CorrespondReportWa
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 CorrespondReportWa
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Best Alternatives
Altvia CorrespondReportWa
Small Businesses
Mad Mimi
Mad Mimi
Score 10.0 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Medium-sized Companies
VerticalResponse
VerticalResponse
Score 10.0 out of 10
Dropbox DocSend
Dropbox DocSend
Score 8.8 out of 10
Enterprises
Emma by Marigold
Emma by Marigold
Score 8.6 out of 10
S&P Capital IQ
S&P Capital IQ
Score 7.8 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Altvia CorrespondReportWa
Likelihood to Recommend
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
Altvia CorrespondReportWa
Likelihood to Recommend
Altvia
No answers on this topic
Hexaview Technologies Inc.
Provide self service capability for financial advisors to build highly customizable dashboards and reports. Out of the box template for sales, marketing and audit related templates for reporting makes it easier to get started with reporting. Ability to export reports as pdfs , imbedding reports to Microsoft Excel and Word
MS
Manas Singh
IT Architect
Read full review
Pros
Altvia
No answers on this topic
Hexaview Technologies Inc.
  • Automate generation of reports
  • User Intuitive customizable dashboard
  • Drag and drop ability for cutomization
  • one click publish and distribute reports
  • Integration with Microsoft Word and Excel
  • Marketing and Sales report
  • Distribution through email
  • Role based access to dashboards
MS
Manas Singh
IT Architect
Read full review
Cons
Altvia
No answers on this topic
Hexaview Technologies Inc.
  • Provide support for custom script
  • Self service for business users can be improved
  • Support to configure data models to be consumed by ML
MS
Manas Singh
IT Architect
Read full review
Alternatives Considered
Altvia
No answers on this topic
Hexaview Technologies Inc.
Light weight and cheap compared to other vendor solution. Does the job.
MS
Manas Singh
IT Architect
Read full review
Return on Investment
Altvia
No answers on this topic
Hexaview Technologies Inc.
  • Improved productivity by 60 percent
  • Monetization of data
  • Insights through proper Visualization and reporting
  • Multiple data connectors
  • Report distribution
MS
Manas Singh
IT Architect
Read full review
ScreenShots

ReportWa Screenshots

Screenshot of Design pixel perfect reports using MS Word and Excel.Screenshot of Create User Intuitive dynamic dashboards.Screenshot of Empowers you to perform a comprehensive Audit Log with a single click.