BST Awards 2020: Best buy-side CRM platform: Altvia

Altvia, a Colorado-based software provider, wins the award for best buy-side customer relationship management (CRM) platform this year, dethroning Tier1 Financial Solutions, which won the category in 2019 and 2018.
Founded in 2006, Altvia builds investor and deal management systems for capital markets firms and institutional investors.
CEO Kevin Kelly says the biggest shift for the company in the last year has been transitioning from selling distinct separate products toward offering a comprehensive platform. The CRM platform, AIM, currently has 164 active clients, adding 25 new accounts since 2019.
“In the case of a typical fund manager, they really just do two things,” Kelly says, “They raise capital, and then they deploy that capital. If that all works out, then they return that capital to their investors.”
AIM helps fund managers through that lifecycle, from the starting point of securing funding up to the capital returns process. Communication with investors during that process is something that Altvia is focusing on currently.
“We have been working on new functionality for being able to collect information from portfolio holdings,” Kelly says.
The new functionality will be able to collect information like portfolio companies and real-estate holdings, curate the information for investors, and present it in the form of reports or dashboards.
Kelly says 2020 has been a strategic year for the firm in terms of expansion. Earlier this year, Altvia recapitalized with Denver-based private equity firm Bow River Capital.
Currently, about 70% of its clients are in North America, and about 30% of clients are located in Europe after expanding into the UK around eight years ago.
Since May, Altvia has focused efforts into expanding its product and engineering team, doubling the workforce from 10 to 22.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: https://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (point 2.4), printing is limited to a single copy.
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. As outlined in our terms and conditions, https://www.infopro-digital.com/terms-and-conditions/subscriptions/ (clause 2.4), an Authorised User may only make one copy of the materials for their own personal use. You must also comply with the restrictions in clause 2.5.
If you would like to purchase additional rights please email info@waterstechnology.com
More on Awards & Rankings
Best data governance solution—Siepe
Siepe wins Best data governance solution at the IMD & IRD Awards 2025.
Best reference data initiative—Derivatives Services Bureau
The DSB wins Best reference data initiative at the IMD & IRD Awards 2025.
Best corporate actions managed service—S&P Global Market Intelligence
S&P Global Market Intelligence wins Best corporate actions managed service at the IMD & IRD Awards 2025.
Sell-Side Technology Awards 2025: Best distributed-ledger technology—Broadridge Financial Solutions
Project: Distributed Ledger Repo (DLR)
Sell-Side Technology Awards 2025: Best sell-side back-office platform—FIS
Product: FIS Post Trade Processing Platform