[User Guide] ShareSecure Landing Pages
The Page Builder tab in the ShareSecure Landing Page is a powerful tool for administrative users to create and manage personalized landing pages for their investors and users. This guide outlines the key features and functionalities of the Page Builder tab, offering insights into how users can enhance investor engagement through customized content and design. […]
[User Guide] Correspond Market Edition
Altvia Correspond Market Edition is a mass email tool specifically created to: Leverage contact data within AIM Build smart lists of contacts Keep mailing lists accurate with up-to-date contact information The following user guide is intended to walk you through how to use Altvia Correspond Market Edition to send mass emails for deal announcements, […]
[User Guide] Answers
Answers ensures you have precise data at your fingertips, providing a powerful advantage in streamlining data analysis and reporting. By eliminating manual and error-prone procedures, answers enhances data transparency, enabling deeper insights and flexibility for informed and strategic decision-making. Download the User Guide
[User Guide] Interactions
Interactions represent communication between your organization and other individuals and firms. These Interactions relate to other records in AIM including Accounts, Contacts, Deals, and Investors. The purpose of Interactions is to log touch points and accompanying notes that can be valuable to understanding the status of relationships and active fundraising or investing opportunities. This includes […]
May 2024 Release Notes
Introducing, Altvia’s AIMPro for Deal Teams: Finds Deals. Close More. Click Less. Introducing Altvia’s AIMPro for deal teams – a proprietary solution that harnesses the power of Salesforce into a sleek and innovative UX that streamlines deal discovery, management, and closure. Boost productivity and maximize your tech investment with AIMPro to drive firm-wide, strategic growth. […]
March 2024 Release Notes
AIM Updates Rich Text on Interactions Make sure to take advantage of our rich text formatting on interactions. Format text as bold, italicized, underlined, or strikethrough. You also have the ability to create bullets, number lists, and insert multimedia and hyperlinks. If you aren’t taking advantage of rich text on interactions today, please contact your […]
January 2024 Release Notes
AIM Updates Automatic Email & Event Syncing – Match My Email Here’s a quick overview of the key benefits of our new collaboration with Match My Email: Secure and automatic email capture compatible with AIM Interactions and Interaction References. Ability to bulk sync historical emails as Interactions. Flexibility to integrate with all email services and […]
How to Enable MFA for User Accounts: A User Guide
By default, MFA is enabled for your user account as required by Salesforce compliance, follow these steps to connect your preferred MFA app to your user account. Selecting an MFA App There are many options available that will meet the MFA requirements for your user account. The first option is the Salesforce Authenticator app, which […]
How to Manage Agreements in the VDR/Portal
Do you need to send a notification to all your clients in the VDR/Portal? Do you have a new Privacy Policy that you need new users to accept? Perhaps you need to request consent from your clients to deliver K-1s electronically. VDR/Portal admins can create Agreements to: View and Access Agreements To access Agreements in […]
How to Leverage Your Data in the CRM by Reporting on Interactions
Reporting on Interactions is an important tool for understanding recent meetings, coverage, next steps, and more. Reports can be scheduled in the CRM on a regular cadence and sent to Users via email so you have the data you need when you need it. Commonly Scheduled Interaction Reports include: Report Types are key for creating […]
