Altvia Correspond Investor Edition
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With increasing demands for more transparency, fund managers and institutional investors are challenged with the means by which to capture, report and share information. Altvia Correspond Investor Edition is an integrated investor communications and document distribution add-on to the Altvia AIM CRM solution. Built on the Salesforce platform, it bridges the gap between your CRM, front-office activities and legacy accounting system. With this investor-first solution, you can easily generate personalized Capital Call Notices, PPMs, Distribution Notices, K1s, Quarterly/Annual Reports and more – and then deliver via email or to our LP Portal, ShareSecure.
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https://altvia.com
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