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Altvia vs Certent Equity Management: Which is a better fit?

Updated on February 16th, 2025
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Summary
Features in Investment Management
15
Best performer
37
  • Activity Dashboard
  • Alerts/Notifications
  • Benchmarking
3
37
  • Audit Trail
User satisfaction
4.8
User reviews11
Ease of use
4.3
Functionality
4.7
Value for money
4.8
Customer support
5.0
4.6
User reviews73
Ease of use
4.6
Functionality
4.4
Value for money
4.4
Customer support
4.8
Price starts from
Yearly subscription
Free version
Free trial
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Yearly subscription
Free version
Free trial
Best for

The Alternative Investment Industry. Private equity, venture capital, real estate, funds of funds, family offices, institutional investors, pension fund managers, placement agents, endowment, etc.

Private and public companies of all sizes and stages, from start-up to enterprise in all industries.

User reviews
pros & cons
Not enough reviews
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
128748
5 screenshots
236476
5 screenshots

Altvia

Top Features
15/37
  • Accounting
  • API
  • Audit Trail
  • Bonds/Stocks
  • Cash Management
  • Commodity Futures
  • Document Management
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Forecasting
  • For Investment Advisors
  • For Investors & Traders
  • Investment Research
  • Modeling & Simulation
  • Order Management
  • Portfolio Rebalancing
  • Reporting/Analytics
  • Risk Management
  • Tax Management
  • Third-Party Integrations
  • Visual Analytics
  • Activity Dashboard
  • Alerts/Notifications
  • Benchmarking
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Tracking
  • Customizable Reports
  • Data Import/Export
  • Fund Management
  • Investments Tracking
  • Mobile Access
  • Performance Metrics
  • Portfolio Management
  • Real-Time Data
See All features
Hide Investment Management Software Features -

Certent Equity Management

3/37
Show Investment Management Software Features +

Altvia

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Certent Equity Management

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Altvia
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Certent Equity Management
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Altvia
  • By Altvia Solutions
  • Located in United States
  • Founded in 2006
Certent Equity Management
  • By insightsoftware
  • Located in United States
  • Founded in 2018
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