Altvia
6.5#4 in property investment management softwareAndroidiOSWeb
VisitAltvia vs Perfona
What both publish
| Fact | Altvia | Perfona |
|---|---|---|
| Founded | 2006 | 2012 |
| Integrations | Altvia says it supports more than 4,000 third-party integrations; featured partners include Canoe Intelligence, Dakota, and Passthrough. | Perfona ingests trade files, custodian data, and fund administrator outputs through secure SFTP, API, and direct integrations without manual uploads. |
| Investor portal | Its investor portal supports secure document sharing, fund communications, and tracking who viewed materials and when. | Its white-labeled investor portal supports onboarding, KYC/AML management, subscription document execution, and real-time statement access. |
| Security | Altvia says its security measures include encryption, access controls, and continuous monitoring, and that its practices align with SOC 2 principles. | OpEff states that it restricts data access on a need-to-know basis and uses industry-standard firewalls and password protection. |
| Support | Altvia describes its service as including partnership with client teams, implementation guidance, and support from staff with private capital expertise. | OpEff offers a 30-minute live platform walkthrough, tailored consultation, and says it will respond to demo requests within one business day. |
| Web access | An Altvia page describes access through the internet or mobile devices. | Perfona is entirely web-based and can be accessed through any browser without installing an application or maintaining in-house IT. |
Altvia plans
No prices published.
Perfona plans
- Full SystemPriced on request
- Fund Administration—
- Investor Technology—
- Portfolio Technology—
Pick Altvia if…
Altvia suits private equity, venture capital, and alternative asset management firms coordinating fundraising, investor relations, and deal workflows. It may fit teams that need shared investor records, LP communications, and portfolio dashboards.
Pick Perfona if…
Perfona is aimed at hedge funds, private equity firms, and real estate firms seeking fund accounting and investor operations in one platform. Its browser-based access may suit teams that do not want to install an application or maintain in-house IT.