I like their focus on the private equity industry, as it is specifically designed to meet the needs of the funds. Its integration with Salesforce allows for extensive customization, and its customer relationship management (CRM) capability facilitates the efficient tracking of investors, opportunities, and key activities. Review collected by and hosted on G2.com.

It can be complex to set up if you don't have prior experience with Salesforce. Additionally, some advanced features require technical knowledge or support from the support team to fully leverage them. Review collected by and hosted on G2.com.

Altvia is an extremely user friendly product. Everyone in our organization is very quick to learn it and always comments on the ease of use and accessibility of the product. We encourage our staff to use it daily so that the quality of the information is always kept up to date. The senior leadership team really enjoys the dashboard and the clear data visualizations that Altvia provides.

An equally important best and most helpful part about Altvia are its people. The level of customer service that you receive is unparalleled to other vendors we have worked with in the space. They are extremely helpful, attentive and strategic problem solvers whenever any issue comes up. Review collected by and hosted on G2.com.

There is not much that we dislike about Altvia. We just want it to solve all of our problems so that we do not have to use any other product or have to rely on any integrations. Currently we are looking for a solution to help us with impact measurement & management (IMM) and we are hoping to be able to achieve that within Altvia's native product. Review collected by and hosted on G2.com.

Customer service. The entire support team is wonderful but specifically Nicholas Petraglia who I have been working with for about two years since joining my firm. He truly goes above and beyond to not only complete or assist me with tasks but help train me or direct me to where I can learn more. Review collected by and hosted on G2.com.

There are some limitations such as campaigns, LP community just being a report, and mass mailing metrics/can't send pdfs to large groups/clunky mass mailing system that leads to human error/etc. coming at an additional cost. Mainly cost which is why I docked points. Review collected by and hosted on G2.com.

What I find most helpful while using Altvia is having important information in one place. It gives us both a high-level view, giving us the pertinent information that we need, while also giving us the ability to dive in deeper with even more detailed information. Review collected by and hosted on G2.com.

When entering data, it is cumbersome at times when having to repeat the same data and entering it more than once. It would be amazing if it would auto-populate a name that we have already entered and remember the information that pertains to that specific individual or company. Review collected by and hosted on G2.com.

I most appreciate how collaborative and supportive the Altvia team is. Our TAM support has allowed us to move very quickly with large client requests, and the new feature implementations that are regularly rolled out continue to improve our workflows. Review collected by and hosted on G2.com.

There are some constraints to the scalability and automation capabilities of our most used portions of the Altvia suite of products. Review collected by and hosted on G2.com.

They have the best customer service and support team. Very quick replies and fixes. Review collected by and hosted on G2.com.

Nothing at all, they are an amazing team. Review collected by and hosted on G2.com.

The Altiva team is exceptional. They displayed incredible patience helping us work through the initial implementation. They were and continue to be highly responsive to our training and support needs. Their product team listened to features and enhancement that would help us increase adoption of their platform. Review collected by and hosted on G2.com.

This is not a "dislike" but as we move to greater use of the platform's BI tool, we will need much hand holding and training as we get used to moving from Excel for analytics to their new platform. I'm confident the Altvia team will be responsive. Review collected by and hosted on G2.com.

Altvia is our north star in reporting, organization, and communications to our LPs. It is a robust, comprehensive tool we use daily. Customer reporting and service has also been a highlight in our relationship. Review collected by and hosted on G2.com.

wish there was better ways to streamline logging our activities (interactions) via email/calls. It would be great if there was a tighter integration with Microsoft Outlook and email logging for reporting and tracking purposes. Review collected by and hosted on G2.com.

On a general level, it is very easy and intuitive. Review collected by and hosted on G2.com.

For some specific tasks it might be a little time consuming. Review collected by and hosted on G2.com.

The tool is easy to use, and they have a great support team. They also have this unique customer profile (GPs and placement agents) that helps to create the best solutions for companies that have similar business models. Review collected by and hosted on G2.com.

They develop new useful features, but they mostly cost extras besides the main tool which is a little expensive. Review collected by and hosted on G2.com.