AltVia

Altvia’s flexible Private Equity solutions help you differentiate yourself in today’s market by unleashing the power of your relationships and data

Since 2006, Altvia (fka App-X) has been focused on customer success and delivering the only fully integrated Salesforce-centric solution in Private Equity. Through the seamless communication of your operational data and LP portal, communication network and accounting system, Altvia connects your institutional knowledge with a future-focused product suite to give you the competitive edge that puts you years ahead of your competition.

Increase productivity and get more time back by using AIM Inbox powered by ZynBit. This tool is the only Microsoft Outlook plug-in that is fully integrated with the AIM solution and enables you to easily view, edit and create data related to AIM right in your inbox. Automatically file emails as well as get a 360 degree view of your AIM data and important email contacts without leaving Outlook. No more swivel chair between Outlook and AIM, and no need to contract with third parties for Outlook integration.

Read the press release featuring AIM Inbox: 

“Many of our Private Equity clients utilize Microsoft Outlook, and despite the options that exist, we felt it was key to integrate our private equity crm, AIM more seamlessly with their favorite mail platform,” shares Altvia’s Vice President of Products, Jeff Williams. “AIM Inbox offers users the opportunity to create and edit data directly through the integration interface, so you don’t need to exit Outlook to update a contact’s record, nor to create a new deal.”

LOCATION
Denver, CO

INDUSTRY SERVED
Financial Services