Altvia's analytics offering combines firm data into dashboards and reports for private capital teams.
The offering brings CRM, financial model, and third-party data together for reporting and analysis. Altvia describes live dashboards, flexible filtering, and performance views intended to reduce manual reconciliation.
Users can examine portfolio performance and historical trends, customize metrics, and share consistent reporting with internal teams and limited partners. Dashboards can be embedded in the CRM and investor portal.
Allvue Systems
Allvue Portfolio Monitoring
allvuesystems.com
Dynamo Software
Dynamo Portfolio Monitoring & Valuation
dynamosoftware.com
Fundwave
Fundwave Portfolio Management
fundwave.com
| Attribute | Integrated Analytics & Reporting | Allvue Portfolio Monitoring | Dynamo Portfolio Monitoring & Valuation | Fundwave Portfolio Management | |
|---|---|---|---|---|---|
| Provider | | | | | |
| Founded | 2006 | 2019 | 1998 | — | |
| Sells To | Enterprise | — | — | — | |
| Pricing Model | Recurring, Software | — | — | — | |
| Ownership | Private equity-backed, Venture-backed | — | — | — |
Provider
Founded 2006
Sells To Enterprise
Pricing Model Recurring, Software
Ownership Private equity-backed, Venture-backed
Provider
Founded 2019
Sells To —
Pricing Model —
Ownership —
Provider
Founded 1998
Sells To —
Pricing Model —
Ownership —
Provider
Founded —
Sells To —
Pricing Model —
Ownership —
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