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What is Simply Stakeholders?

Simply Stakeholders serves as a comprehensive resource for your entire team, ensuring everyone has access to the same information. Its user-friendly design makes it an effective tool for engaging with stakeholders, allowing seamless collaboration regardless of team members' locations or devices. This platform is remarkably straightforward to navigate and does not require extensive time commitments or IT support for maintenance. Users can easily log in to update or review information at their convenience, which enhances productivity. The features of Simply Stakeholders encompass stakeholder analysis, mapping, interaction tracking, issue monitoring, task management, email communication, online form creation, visual mapping of stakeholders or issues, complaint handling, qualitative assessments, and reporting functions. Ultimately, Simply Stakeholders is a relationship management solution that your team will appreciate, as it streamlines their tasks, saves valuable time, and provides insightful data that propels their initiatives forward. By facilitating easier communication and collaboration, it empowers teams to focus on what truly matters—building and maintaining strong stakeholder relationships.

What is AIM?

Altvia's comprehensive product suite, combined with its deep industry insights, enhances the Salesforce CRM platform specifically for the Alternative Investments sector. By converting data and relationships into valuable institutional knowledge, firms can obtain the competitive advantage necessary for growth and advancement. The AIM solution from Altvia, designed for Private Equity CRM, effectively captures the dynamics of your investments, monitors portfolio performance, and connects with back-end systems to facilitate scalability. Additionally, AIM can seamlessly integrate with a LP Portal and Data Visualization tool, enabling both internal and external teams to operate more efficiently. This integration fosters trust among stakeholders and investors by providing them with clear and transparent information regarding their capital. As a result, firms can strengthen their relationships and enhance their overall performance in the competitive landscape.

Media

Media

Integrations Supported

Altvia
Box
Conga Contracts
Docusign
Evernote
Gmail
LinkedIn
Microsoft 365
Microsoft Excel
Microsoft Outlook
Preqin
Salesforce
Slack
Zapier
ePayPolicy

Integrations Supported

Altvia
Box
Conga Contracts
Docusign
Evernote
Gmail
LinkedIn
Microsoft 365
Microsoft Excel
Microsoft Outlook
Preqin
Salesforce
Slack
Zapier
ePayPolicy

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Simply Stakeholders

Date Founded

2018

Company Location

Australia, USA

Company Website

simplystakeholders.com

Company Facts

Organization Name

Altvia Solutions

Date Founded

2006

Company Location

United States

Company Website

altvia.com

Categories and Features

Stakeholder Relationship Management

Community Investment Tracking
Stakeholder Assessment
Stakeholder Commitments Management
Stakeholder Complaint Management
Stakeholder Consultation Tracking
Stakeholder Engagement
Stakeholder Grievance Management
Stakeholder Information Management
Stakeholder Issues Management
Stakeholder Mapping

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Investor Relations

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

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