Top Altvia Alternatives & Competitors

Finding the right software for your business can be challenging, and while Altvia is a popular choice, it may not be the perfect fit for everyone. If you're exploring Altvia alternatives, you're in the right place. We’ve compiled a list of the top competitors that offer similar features, pricing, and benefits. Compare the best alternatives to Altvia and discover the ideal solution tailored to your needs.

Altvia is also listed in these categories:

Last Updated: October 06, 2025

Popular Alternative Software

AdvisorEngine CRM

AdvisorEngine CRM

$65 Per month

AppFolio Investment Manager

AppFolio Investment Manager

$650 Per month

Backstop

Backstop

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Betterment

Betterment

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All Competitors and Alternatives to Altvia

Diligent Equity is a sophisticated equity management software developed to help organizations efficiently manage their equity portfolios, cap tables, and shareholder interactions. As part of Diligent’s suite of governance solutions, Diligent Equity offers a secure and centralized platform for tracking equity ownership, issuing shares, and administering employee stock option plans. The software p... Read more about Diligent Equity

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Dynamo Software is an advanced real estate CRM software tailored to meet the unique needs of real estate professionals. This platform offers a comprehensive suite of tools for managing property listings, tracking client interactions, and automating marketing campaigns. With features such as customizable dashboards, lead management, and performance analytics, Dynamo Software enhances productivity a... Read more about Dynamo Software

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

FolioSure is a comprehensive investment management software designed to assist financial advisors and investment firms in managing portfolios and client relationships efficiently. With its easy-to-navigate interface, it provides users with real-time insights into portfolio performance, asset allocation, and risk exposure, helping clients make informed decisions about their investments. The platfor... Read more about FolioSure

Free Trial

Available

Pricing Type

$15000 Per user

Location

United Kingdom

Don’t waste another minute on manual investment management

InvestNext is a specialized investment management software designed to streamline the management of investment portfolios and enhance decision-making for fund managers. This platform provides comprehensive tools for tracking investments, managing investor relations, and generating reports. With its user-friendly interface, InvestNext allows users to easily monitor portfolio performance, analyze ma... Read more about InvestNext

Free Trial

NA

Pricing Type

$299 Per month

Location

United States

MadeMarket is a comprehensive investment management software designed to help investors, financial institutions, and portfolio managers track, manage, and optimize their investment portfolios. It offers powerful tools for analyzing financial data, monitoring asset performance, and making informed investment decisions. MadeMarket provides real-time access to market trends, historical performance da... Read more about MadeMarket

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Orchestra is a sophisticated investment management software designed for asset managers and investment firms looking to optimize their portfolio management processes. This platform offers robust tools for portfolio management, performance tracking, compliance reporting, and risk assessment, ensuring users can make informed investment decisions. With an intuitive interface, portfolio managers can e... Read more about Orchestra

Free Trial

NA

Pricing Type

$2 Per user

Location

New Zealand

PackHedge is an advanced investment management software designed to optimize portfolio management and enhance decision-making for investors. This comprehensive platform offers a range of tools for tracking investment performance, analyzing market trends, and managing risk effectively. With its user-friendly interface, PackHedge enables users to monitor portfolios in real time, providing valuable i... Read more about PackHedge

Free Trial

Available

Pricing Type

$5000 Per year

Location

Switzerland

Rundit is an Investment Management Software designed to simplify the management of investments and portfolios. The platform offers tools for tracking asset performance, analyzing market trends, and managing financial data. Rundit allows investment professionals to monitor a wide range of investment vehicles, including stocks, bonds, mutual funds, and real estate. It includes features for generatin... Read more about Rundit

Free Trial

Available

Pricing Type

$299 Per month

Location

Finland

Vestd is an equity management software designed to streamline the management of employee stock options, ownership, and equity distribution for businesses. This platform simplifies complex processes by providing a secure and transparent system for managing cap tables, share allocation, and equity grants. Vestd helps businesses incentivize and reward their employees by offering stock options or equi... Read more about Vestd

Free Trial

NA

Pricing Type

$25 Per month

Location

United Kingdom

Allvue is a powerful accounting software designed to meet the complex financial management needs of businesses and investment firms. With its user-friendly interface, Allvue streamlines financial processes, including accounting, reporting, and compliance management. The software provides comprehensive features that support multi-currency transactions, portfolio accounting, and regulatory reporting... Read more about Allvue

Free Trial

NA

Pricing Type

$1 Per year

Location

United States

Backstop is a powerful investment management software tailored for private equity, venture capital, and institutional investors. With its comprehensive features, Backstop helps organizations manage their investment portfolios, track performance, and streamline reporting processes. The platform offers tools for data aggregation, investor relations management, and compliance tracking, enabling firms... Read more about Backstop

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Carta is an equity management software designed to simplify the complex processes involved in managing and tracking company equity, stock options, and ownership structures. It is ideal for startups, private companies, and venture capital firms. Carta allows businesses to manage cap tables, stock option plans, and 409A valuations with ease, ensuring compliance with regulatory requirements and offer... Read more about Carta

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Capboard is a comprehensive equity management software designed to help organizations manage their equity ownership and streamline investor relations. This platform provides a robust suite of tools that enable users to track equity holdings, manage cap tables, and facilitate communications with investors efficiently. With Capboard, businesses can easily create and maintain detailed records of equi... Read more about Capboard

Free Trial

Available

Pricing Type

$1 Per user

Location

Spain

FAQs About Altvia Alternatives

Some of the best alternatives to Altvia include Carta, Diligent Equity, Creatio CRM, Backstop, Vestd, Dynamo Software, Orchestra, Allvue, FolioSure, InvestNext, Capboard, Rundit, PackHedge and MadeMarket. These alternatives offer similar features, better pricing, and more flexibility depending on your business needs.

There are various reasons why users look for alternatives to Altvia, such as pricing concerns, missing features, better integration options, or improved customer support. Exploring alternative solutions ensures that businesses find the best fit for their specific requirements.

Yes! Depending on the product, you may find:

  • Free Trial options like Diligent Equity, Creatio CRM, FolioSure, Capboard, Rundit, PackHedge and MadeMarket (test premium features before subscribing).

These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.

Small businesses looking for an easy-to-use and cost-effective alternative to Altvia can consider Carta, Diligent Equity, Creatio CRM, Backstop, Vestd, Dynamo Software, Orchestra, Allvue, FolioSure, InvestNext, Capboard, Rundit, PackHedge and MadeMarket. These software options offer affordable pricing, simple setup, and essential business features tailored for growing teams.

Some of the best cloud-based alternatives to Altvia include Carta, Diligent Equity, Creatio CRM, Backstop, Vestd, Dynamo Software, Orchestra, Allvue, FolioSure, InvestNext, Capboard, Rundit, PackHedge and MadeMarket. These platforms offer seamless remote access, real-time collaboration, automatic updates, and enhanced security for smooth software management.

Yes, most Altvia alternatives provide mobile apps for iOS and Android. Options like Carta, Creatio CRM, Backstop, Dynamo Software, InvestNext and MadeMarket offer full-featured mobile applications that allow users to manage tasks, track progress, and collaborate on the go.

In conclusion, while Altvia offers a robust suite of solutions for managing investor relations and fund operations, exploring alternatives like Dynamo Software, Allvue, and Backstop can provide tailored functionalities that may better suit specific organizational needs. Platforms such as Diligent Equity and InvestNext excel in streamlining equity management, while others like Carta and Rundit focus on enhancing stakeholder engagement. Ultimately, the choice of software should align with your firm's unique requirements, scalability, and user experience, ensuring optimal efficiency and effectiveness in managing investments and relationships.