[User Guide] Multi-Entity Batch
Altvias Correspond Investor Edition enables you to effectively communicate with Investor Contacts by generating and delivering documents via email and ShareSecure for capital calls, distributions, tax documents, and general correspondence. Download the User Guide
[User Guide] Follow-Up Emails
Now, Correspond Investor Edition offers the ability to send follow-up emails directly from the delivery report of a given delivered batch. This functionality provides GPs with a streamlined communication workflow to investors. GPs will have access to relevant contacts and email addresses for any given investor as well as access to the previous email body […]
[User Guide] PPM
Altvia Correspond: Investor Edition enables your communication with Investor Contacts by generating and delivering documents via email and ShareSecure for capital calls, distributions, tax documents, and general correspondence. Download the User Guide
[User Guide] Match By Filename
There are three batch-wide document types that Investor Correspondence allows you to send: static documents, split documents, and template documents. Within the split documents batch type there are two options for distributing documents. Download the User Guide
[User Guide] Correspond Investor Edition
Altvia’s Correspond Investor Edition enables you to effectively communicate with Investor Contacts by generating and delivering documents via email and ShareSecure for capital calls, distributions, tax documents, and general correspondence. Download the User Guide
[User Guide] ShareSecure LP Experience
The Investor/LP Experience update introduces new designs and features, oering users the ability to voluntarily enable or disable the new design via the New Experience toggle in the navigation bar. This allows users to personally explore and evaluate the functionality of the update before it becomes the default view. Previewing the new interface is as […]
[User Guide] ShareSecure Command Center
This guide provides step-by-step instructions on how to properly leverage the Management Component within the ShareSecure Command Center. The ShareSecure Command Center lives within Altvia’s AIM CRM and enables efficient user management actions between AIM and ShareSecure. The Command Center serves as a comprehensive tool designed to streamline user operations between AIM contacts and their […]
[User Guide] ShareSecure Admin Guide
ShareSecure is a Virtual Data Room/LP Portal solution that integrates with Salesforce/AIM. It includes custom branding, activity feeds, and allows for User and Group management. Documents can be uploaded via integration with the optional Investor Correspondence module or directly via drag & drop bulk uploads. Download the User Guide
[User Guide] ShareSecure Admin Updates
We’re excited to introduce enhancements to ShareSecure’s admin experience, designed to offer our admin users a more intuitive and customizable experience. These updates will streamline workflows, improve navigation, and provide enhanced customization options, enabling fund administrators to create unique portal experiences that boost LP engagement and loyalty. Download the User Guide
[User Guide] ShareSecure Workspaces
Prior to ShareSecure’s introduction of “Workspaces” (formerly referred to as Orgs or Portals), it was only possible to have one ShareSecure portal connection to AIM. Now, with this significant enhancement, you are able to manage and connect MULTIPLE portal “Workspaces,” to our Correspond Investor Edition tool within AIM. Like a data room or an LP […]
