Altvia AIMPricing
Altvia AIM Pricing Overview
What is Altvia AIM?
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…
Offerings
- Does not haveFree Trial
- Does not haveFree/Freemium Version
- HasPremium Consulting/Integration Services
Entry-level set up fee?
- Setup fee required
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Altvia AIM Alternatives Pricing
The following is a quick overview of editions offered by other software in similar categories
Covercy
What is Covercy?
Covercy is a Banking-Embedded Investment Management Platform built for commercial real estate investment firms. It offers automated distribution & capital call payment processing, an Investor Portal, and APY yielding checking accounts.
Redtail CRM
What is Redtail CRM?
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
Zinnia SmartOffice
What is Zinnia SmartOffice?
Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.