Cloud-based alternative investment management system for deal management, investor relations, pipeline and workflow automation, document management, and advanced reporting tailored for pension and institutional asset owners.
Specialized tools for managing private equity, real estate, infrastructure, and other alternative investments that are common in pension portfolios. These solutions handle complex fee structures, capital calls, and valuation methodologies.
More Alternative Investment Management Software
More Investment Management ...
|
Multi-asset class support Ability to handle various alternative investments including private equity, hedge funds, real estate, infrastructure, and other non-traditional assets |
PFA’s Altvia AIM is designed for alternative investments and can manage various asset classes such as private equity, real estate, and hedge funds. | |
|
Asset allocation modeling Tools to model optimal portfolio allocations across alternative asset classes based on risk/return profiles |
Altvia AIM advertises portfolio modeling, supporting asset allocation modeling capabilities. | |
|
Commitment pacing Functionality to plan and track capital commitment schedules over time |
Commitment pacing is mentioned in product literature as part of capital call/commitment tracking functionalities. | |
|
Portfolio construction tools Advanced tools for building portfolios that align with investment objectives and constraints |
Portfolio construction tools are implied through support for custom portfolio creation and automation workflow. | |
|
What-if scenario analysis Ability to model hypothetical portfolio changes and their potential impacts |
No information available | |
|
Liquidity forecasting Tools to project future liquidity needs and available capital |
No information available | |
|
Look-through capabilities Ability to analyze underlying holdings within fund structures |
Look-through capabilities are referenced in materials as Altvia AIM enables underlying holdings analysis. | |
|
Vintage year analysis Tools to analyze performance by investment vintage years |
No information available | |
|
Fund capacity Maximum number of funds that can be managed in the system |
No information available | |
|
Portfolio optimization Advanced algorithms for portfolio optimization based on various constraints |
Portfolio optimization features are stated in solution briefs for overseeing/optimizing allocations. | |
|
Custom categorization Ability to create custom investment categories and hierarchies |
Custom categorization is explicitly available via customizable tagging and data fields. | |
|
Target allocation tracking Tools to monitor actual allocations against targets |
Product enables target allocation tracking through interactive dashboards and allocation reports. |
|
IRR calculation Ability to calculate Internal Rate of Return at different levels (fund, portfolio, asset class) |
IRR calculation is a core capability for alternative investment solutions, highlighted in product sheets. | |
|
TVPI metrics Total Value to Paid-In Capital ratio calculation |
Altvia AIM provides TVPI (Total Value to Paid-In) calculation and reporting. | |
|
DPI metrics Distributed to Paid-In Capital ratio calculation |
DPI metrics are supported per product performance measurement specifications. | |
|
RVPI metrics Residual Value to Paid-In Capital ratio calculation |
RVPI metrics are supported as part of standard PE performance analytics. | |
|
PME analysis Public Market Equivalent analysis to compare private investments against public benchmarks |
No information available | |
|
Custom benchmark creation Ability to create and use custom benchmarks for performance comparison |
Custom benchmark creation is referenced, supporting both standard and custom performance benchmarks. | |
|
Performance attribution Analysis of performance drivers and contributors |
Performance attribution to analyze return drivers is marketed as a feature. | |
|
Time-weighted returns Calculation of time-weighted return metrics |
Time-weighted return calculation capabilities are included as standard for investment reporting. | |
|
Money-weighted returns Calculation of money-weighted return metrics |
Money-weighted returns are explicitly named in product literature as supported. | |
|
Vintage year benchmarking Ability to benchmark against similar vintage year investments |
No information available | |
|
Performance calculation frequency How often performance metrics can be automatically calculated |
No information available | |
|
Historical performance tracking Length of performance history that can be maintained |
undefined The platform maintains historical performance tracking for portfolio and investment monitoring. |
|
|
Quartile ranking Ability to rank investments against peers by quartile |
No information available |
|
Sensitivity analysis Tools to assess portfolio sensitivity to various factors |
Sensitivity/what if analysis tools are referenced as features. | |
|
Stress testing Ability to model portfolio behavior under stressed market conditions |
No information available | |
|
Value at Risk (VaR) VaR calculation capabilities for alternative investments |
No information available | |
|
Monte Carlo simulation Probabilistic modeling of potential outcomes using Monte Carlo methods |
No information available | |
|
Counterparty risk tracking Monitoring exposure to various counterparties |
No information available | |
|
Concentration risk analysis Tools to identify and monitor concentration risks across various dimensions |
No information available | |
|
Liquidity risk assessment Tools to assess and monitor portfolio liquidity risks |
No information available | |
|
Drawdown analysis Analysis of investment drawdowns and recovery periods |
No information available | |
|
Risk factor decomposition Breaking down risk into component factors |
No information available | |
|
Risk budgeting Tools for allocating risk across portfolio segments |
No information available | |
|
ESG risk assessment Tools to evaluate environmental, social, and governance risks |
No information available | |
|
Risk reporting frequency How frequently risk metrics are updated |
No information available |
|
Capital call tracking Tools to track and manage capital calls from investments |
Capital call tracking is mentioned as a key feature for deal and fund administration. | |
|
Distribution tracking Tools to track and categorize distributions from investments |
Distribution tracking is part of standard private markets cash flow management. | |
|
Cash flow forecasting Ability to project future cash flows based on historical patterns and commitments |
Cash flow forecasting is described in marketing as a critical workflow for pension/institutional clients. | |
|
Commitment tracking Tools to track committed, called, and uncalled capital |
Commitment tracking is a promoted feature for allocating, recording, and auditing committed capital. | |
|
Waterfall calculations Ability to model and calculate complex distribution waterfalls |
No information available | |
|
Cash flow visualization Visual tools for understanding cash flow patterns |
Cash flow visualization dashboard screenshots provided in product information. | |
|
J-curve analysis Tools to analyze and visualize the J-curve effect in private investments |
J-curve analysis noted as a feature for private equity and alternatives. | |
|
Recallable distribution tracking Ability to track distributions that could potentially be recalled |
No information available | |
|
In-kind distribution handling Functionality to manage and track in-kind distributions |
Document management includes in-kind distribution handling as part of compliance workflows. | |
|
Cash flow alert system Automated notifications for upcoming cash flow events |
No information available | |
|
Currency handling Ability to manage cash flows in multiple currencies |
Multi-currency/currency handling is promoted for international investors. | |
|
Cash flow projection horizon Maximum time period for cash flow projections |
No information available |
|
Manager database Comprehensive database of alternative investment managers |
Altvia’s platform includes an extensive manager database as part of due diligence. | |
|
Due diligence workflow Structured workflows for manager evaluation and selection |
Due diligence workflow automation is a core selling point. | |
|
Document repository Centralized storage for manager documents and research |
Altvia AIM delivers document repository/management features. | |
|
Manager performance tracking Tools to track and analyze manager performance over time |
Manager performance tracking is included for ongoing diligence. | |
|
Manager exposure analysis Analysis of exposure to various managers across the portfolio |
Manager exposure analytics is supported in reporting and dashboards. | |
|
Peer group comparison Ability to compare managers against relevant peer groups |
Peer group comparison is a feature for benchmarking managers. | |
|
RFP management Tools to create, distribute, and analyze RFPs to managers |
No information available | |
|
ESG manager assessment Tools to evaluate managers' ESG capabilities and alignment |
No information available | |
|
Manager meeting notes Structured system for recording and retrieving manager meeting notes |
Manager meeting notes/CRM functionality is core to the solution’s design. | |
|
Style drift detection Tools to identify manager deviation from stated investment approaches |
No information available | |
|
Track record verification Tools to verify and analyze manager track records |
No information available | |
|
Manager capacity Maximum number of managers that can be tracked in the system |
No information available |
|
Customizable reporting Ability to create and customize reports for different stakeholders |
Customizable reporting is highlighted as a differentiator for pension/institutional stakeholders. | |
|
Board-level reporting Pre-built templates for investment committee and board reporting |
Board-level reporting templates are available to streamline investment committee reporting. | |
|
Regulatory reporting Support for required regulatory reporting frameworks |
No information available | |
|
Interactive dashboards Configurable dashboards with key metrics and visualizations |
No information available | |
|
Ad-hoc analysis Tools for performing on-the-fly analysis without pre-built reports |
Ad-hoc analysis tools are referenced for customized on-demand queries. | |
|
Data visualization tools Advanced charts, graphs, and other visualization capabilities |
Extensive data visualization tools are included in the reporting suite. | |
|
Report scheduling Ability to schedule automated report generation and distribution |
Automated report scheduling is indicated as a capability. | |
|
Export capabilities Options to export data to various formats (Excel, PDF, etc.) |
Data export capabilities such as PDF and Excel are promoted in the spec sheet. | |
|
ILPA reporting compliance Support for Institutional Limited Partners Association reporting standards |
No information available | |
|
Attribution analysis Detailed attribution of returns across various factors |
No information available | |
|
Historical reporting Ability to generate reports for any historical time period |
Users can generate reports for historical periods as required. | |
|
Report template library Number of pre-built report templates available |
No information available | |
|
Report generation speed Time taken to generate complex reports |
No information available |
|
Data import automation Automated tools for importing data from various sources |
Data import automation is integral for integrating fund, deal, manager, and investor data. | |
|
API availability Presence of APIs for integration with other systems |
APIs available for Salesforce and other integration partners. | |
|
Data validation rules Configurable rules to ensure data accuracy and consistency |
Customizable/automated data validation rules are mentioned in data integrity workflows. | |
|
Accounting system integration Built-in connections to common accounting platforms |
Altvia AIM features accounting system integrations for tracking capital calls and fund flows. | |
|
Market data feeds Integration with market data providers |
No information available | |
|
Document management Tools for storing, categorizing, and retrieving investment documents |
Document management, storage, and categorization features are promoted. | |
|
Data warehousing Enterprise data warehousing capabilities |
No information available | |
|
Data audit trail Tracking of all data changes with user information |
Audit trails for data management are cited in compliance and IT documentation. | |
|
Historical data storage Maximum period for storing historical data |
No information available | |
|
Excel add-in functionality Dedicated Excel integration for data analysis |
No information available | |
|
Data extraction tools Tools for extracting data from reports and documents |
No information available | |
|
Integration with custodians Direct integration with custodian data feeds |
Integration with custodians is featured, enabling direct data feeds for accounts. | |
|
Data quality scoring Metrics for assessing and reporting on data quality |
No information available |
|
Investment guideline monitoring Automated monitoring of compliance with investment guidelines |
No information available | |
|
Regulatory compliance reporting Support for regulatory reporting requirements specific to pension funds |
No information available | |
|
GIPS compliance Support for Global Investment Performance Standards |
No information available | |
|
Breach notification Automated alerts for investment guideline breaches |
No information available | |
|
Approval workflows Configurable approval processes for investment actions |
No information available | |
|
Audit trails Comprehensive logging of system actions for audit purposes |
Audit/compliance trails are highlighted for operational controls. | |
|
Conflict of interest tracking Tools to identify and manage potential conflicts of interest |
No information available | |
|
Fee validation Tools to validate manager fees against agreements |
No information available | |
|
ESG compliance monitoring Tools to monitor compliance with ESG investment policies |
No information available | |
|
Role-based access control Granular control over user permissions and data access |
Role-based access control is part of the permissions/settings suite. | |
|
Document retention policies Enforcement of document retention requirements |
No information available | |
|
Compliance rule library Number of pre-built compliance rules available |
No information available |
|
Liability modeling Tools to model pension liabilities and projections |
No information available | |
|
Asset-liability matching Analysis of how assets align with liability requirements |
No information available | |
|
Funding ratio analysis Tools to track and project pension funding ratios |
No information available | |
|
Actuarial data integration Ability to incorporate actuarial data into analyses |
No information available | |
|
Liability-driven investment (LDI) support Specialized tools for LDI strategies |
No information available | |
|
Surplus risk metrics Measures of risk to pension surplus |
No information available | |
|
Glide path monitoring Tools to track progress along a defined glide path strategy |
No information available | |
|
Demographic analysis Analysis of plan participant demographics |
No information available | |
|
Contribution forecasting Projections of required sponsor contributions |
No information available | |
|
Liability hedging analytics Analysis of hedging effectiveness against liabilities |
No information available | |
|
Cash flow matching Tools to match investment cash flows with liability payments |
No information available | |
|
Liability projection horizon Maximum time period for liability projections |
No information available |
|
Cloud deployment option Availability of cloud-based deployment |
Altvia AIM is advertised as a fully cloud-based solution for alternative investment management. | |
|
On-premises deployment option Availability of on-premises installation |
No information available | |
|
Mobile accessibility Access to system functionality via mobile devices |
Mobile accessibility is referenced (responsive design and app workflows). | |
|
Multi-factor authentication Enhanced security through multi-factor authentication |
No information available | |
|
Disaster recovery Comprehensive disaster recovery capabilities |
Disaster recovery is referenced as part of Altvia’s standard cloud security offering. | |
|
System uptime Guaranteed system availability percentage |
No information available | |
|
User concurrency Maximum number of simultaneous users supported |
No information available | |
|
Single sign-on Support for enterprise single sign-on solutions |
Single sign-on (including SAML/Okta integration) is highlighted in product literature. | |
|
Customization capabilities Extent to which the system can be customized without vendor involvement |
System can be configured/customized by clients without requiring vendor involvement for many tasks. | |
|
Support hours Hours of available technical support per week |
No information available | |
|
Implementation time Typical time required for system implementation |
No information available | |
|
Training resources Availability of comprehensive training materials and programs |
Extensive training materials and onboarding programs are offered for enterprises. | |
|
System response time Average time for system to respond to standard queries |
No information available |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.