Altvia Correspond Investor Edition Reviews

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About Altvia Correspond Investor Edition

Altiva Correspond Investor Edition aims to help you bridge the gap between your CRM, front-office activities and legacy accounting system. According to the vendor, with this communication tool, you can easily 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.

According to the vendor, key business benefits and features include:

  • Investor communication preferences: Track individual correspondence preferences for each delivery format and automatically distribute the documents in the preferred manner and format

  • Allocations made easy: Calculate allocations of capital calls and distributions based on investor commitments and pro-rata ownership with the ability to edit those allocations right within your browser - no spreadsheets required

  • Personalized documents and emails: Create unique documents addressed to each investor with the flexibility to provide certain investors different templates to comply with side letter agreements - plus the ability to attach additional documents such as investment notices, schedules, financial statements, and spreadsheets

  • File splitting: Integrate with your existing accounting and document generation system via Investor Edition’s proprietary file splitting that prepares your investor specific documents within seconds

Altvia Correspond Investor Edition Features

Email & Online Marketing Features
Does not have featureWYSIWYG email editor
Has featureDynamic content
Has featureAbility to test dynamic content
Does not have featureLanding pages
Does not have featureA/B testing
Does not have featureMobile optimization
Has featureEmail deliverability
Has featureList management
Does not have featureTriggered drip sequences
Reporting & Analytics Features
Does not have featureDashboards
Does not have featureStandard reports
Does not have featureCustom reports

Altvia Correspond Investor Edition Integrations

Salesforce Lightning Platform (formerly Salesforce App Cloud), AIM (Alternative Investment Management)

Altvia Correspond Investor Edition Competitors

Altvia Correspond Investor Edition Support Options

 Paid Version
Video Tutorials / Webinar

Altvia Correspond Investor Edition Technical Details

Operating Systems: Unspecified
Mobile Application:No