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Description
Altvia's integrated product suite and industry knowledge optimize the Salesforce CRM platform to support Alternative Investments. Transform data and relationships into institutional information to gain the competitive edge you need to propel your firm forward.
Altvia's Private Equity CRM solution AIM is a proven way to harness the interactions of your investments, portfolio performance and back-end systems to scale growth. AIM can be integrated with a LP Portal and Data Visualization tool to empower your internal and externe teams. Stakeholders and investors will be able to trust and receive transparent information and capital.
Description
Hanover Park serves as an AI-driven fund administration platform aimed at consolidating fund operations, portfolio oversight, and the limited partner experience into a cohesive, integrated solution for investment and finance professionals. This platform acts as an operating system where fund managers can readily access live financial information, compute essential metrics like net IRR and DPI, and conduct audits at the level of individual partner allocations, ensuring complete transparency. Utilizing AI agents that possess comprehensive knowledge of a firm's data, users can swiftly obtain portfolio insights, co-investor details, and performance metrics without the need to manually gather information from disparate systems. By integrating general ledger accounting, document handling, capital call processes, distributions, and investor reporting all in one place, it effectively removes fragmented workflows and minimizes operational challenges. Hanover Park places a strong emphasis on automation while maintaining institutional-grade security protocols, which include encrypted data and stringent access controls. As a result, users experience not only efficiency but also peace of mind regarding their sensitive information.
API Access
Has API
API Access
Has API
Integrations
Box
Conga Contracts
Docusign
Evernote
LinkedIn
Preqin
Salesforce
Slack
ePayPolicy
Integrations
Box
Conga Contracts
Docusign
Evernote
LinkedIn
Preqin
Salesforce
Slack
ePayPolicy
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Altvia Solutions
Founded
2006
Country
United States
Website
altvia.com
Vendor Details
Company Name
Hanover Park
Founded
2024
Country
United States
Website
www.hanoverpark.com
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Investor Relations
Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management