Altvia vs Perfona
Altvia
altvia.com
Perfona
opeff.comSide by side
| Figure | Altvia | Perfona |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 0 | 4 |
| Spec score · Property Investment Management Software | 7.8 (#4) | 7.2 (#12) |
| 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. |
Plans
Perfona
- Full SystemPriced on request
- Fund AdministrationPrice not published
- Investor TechnologyPrice not published
- Portfolio TechnologyPrice not published
In their own words
Altvia
Altvia is a GP Engagement Platform for private equity, venture capital, and alternative asset management firms. It brings fundraising, investor relations, and deal activity together, centralizing LP, deal, and document data and capturing interactions for relationship follow-up. The CRM can automatically log interactions, call notes, and emails. Deal workflows cover sourcing, diligence, investment committee approvals, and coordination across strategies and geographies. A branded investor portal gives LPs access to documents, fund updates, and communications, with controls including two-factor authentication, permissions, versioning, approval workflows, and expiration dates. Live dashboards provide filters and performance views and can be embedded in the CRM and LP portal. AIMe, Altvia’s AI assistant, can surface insights, automate tasks, and help with data entry through natural language or voice. Altvia lists Android, iOS, and web access, and says it supports more than 4,000 third-party integrations. Pricing is on request; prospective customers can request a demo.