--- title: Altvia Reviews meta_title: 'Altvia Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 15 reviews by the users' company size, role or industry to find out how Altvia works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 15 scale: '5' date_modified: '2026-10-17' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services ---

Altvia Reviews & Product Details

Altvia Reviews (15)

Reviews

Altvia Reviews (15)

4.5
15 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the customer service and ease of use of Altvia, highlighting how the support team is responsive and helpful in addressing needs. Many appreciate having all necessary information consolidated in one platform, which enhances their workflow and reporting capabilities. However, some users note that setup can be complex for those unfamiliar with Salesforce.

Pros & Cons

Generated from real user reviews
View All Pros and Cons
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
CS
Claire S.
Director of Operations
Small-Business (50 or fewer emp.)
"Great Team and Software"
5/5
What do you like best about Altvia?

The team at altvia does a great job of case resolution and staying on top of our requests. They are prompt and use their wide knowledge base to come up with solutions and teach our end users. It has been very easy to use and mold to our existing requirements. Review collected by and hosted on G2.com.

What do you dislike about Altvia?

The email correspondence needs more functionality to be able to edit and create clean templates. Review collected by and hosted on G2.com.

Bryan J.
BJ
Bryan J.
Account Manager & Customer Service Specialist
Small-Business (50 or fewer emp.)
"They got a real nice CRM"
4/5
What do you like best about Altvia?

I think the best you can do with Altvia is searching a good CRM, reliable without wasting tons of money Review collected by and hosted on G2.com.

What do you dislike about Altvia?

Feels like they're missing to become a modern business or make it easy for agents. Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
UV
Verified User in Venture Capital & Private Equity
Small-Business (50 or fewer emp.)
"Consolidated platform for PE use cases"
4/5
What do you like best about Altvia?

One platform for LP communications, deal tracking, CRM Review collected by and hosted on G2.com.

What do you dislike about Altvia?

Still requires some additional support from third-parties for internal reporting purposes, less support from Altvia team on custom report-making. Logging interactions is still a pain. Plugin in email takes every calendar invite (personal too) and logs as interaction, so there is not a good automatic way to log. Review collected by and hosted on G2.com.

AK
Ashish K.
Consultant
Enterprise (> 1000 emp.)
"Valued CRM services"
3.5/5
What do you like best about Altvia?

Alternative Investment Management helps in fitting to your existing services without much changes needed for the customization. User adaptability is also very nice. Review collected by and hosted on G2.com.

What do you dislike about Altvia?

If you are not existing Salesforces user then it will be problemtics for you to underatand Alternative Investment Management as well. But not too much to worry as it is user friendly. Review collected by and hosted on G2.com.

Sunil C.
SC
Sunil C.
Consultant
Mid-Market (51-1000 emp.)
"Data at one place"
4.5/5
What do you like best about Altvia?

The best part is having all your required data across all your systems. Software as a service manages all your data requirements and helps you access your data anytime, anywhere. Review collected by and hosted on G2.com.

What do you dislike about Altvia?

You need this software in all your required systems. But overall it works fine. Review collected by and hosted on G2.com.

Questions about Altvia? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

Verified User
G2
Verified User
•
Last activity over 6 years ago

Does AIM include portfolio management?

Verified User
G2
Verified User
•
Last activity over 6 years ago

Can I track fundraising and investor relations in AIM?

Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

Altvia Features
Customization
Workflow Capability
Sandbox / Test Environments
Contact & Account Management
Partner Relationship Mgmt. (PRM)
Opportunity & Pipeline Mgmt.