PFA’s Altvia AIM from PFA Solutions

Cloud-based alternative investment management system for deal management, investor relations, pipeline and workflow automation, document management, and advanced reporting tailored for pension and institutional asset owners.

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Product analysis by function

Alternative Investment Management Software for Investment Management

Specialized tools for managing private equity, real estate, infrastructure, and other alternative investments that are common in pension portfolios. These solutions handle complex fee structures, capital calls, and valuation methodologies.
More Alternative Investment Management Software More Investment Management ...

Portfolio Management
(9 Yes /9 Known /12 Possible features)

Performance Measurement
(10 Yes /10 Known /13 Possible features)

Risk Management
(3 Yes /3 Known /12 Possible features)

Cash Flow Management
(7 Yes /7 Known /12 Possible features)

Fund Manager Due Diligence
(7 Yes /7 Known /12 Possible features)

Reporting & Analytics
(10 Yes /10 Known /13 Possible features)

Data Management & Integration
(4 Yes /4 Known /13 Possible features)

Compliance & Governance
(7 Yes /7 Known /12 Possible features)

Liability & ALM Management
(4 Yes /4 Known /12 Possible features)

Technical & Operational
(6 Yes /6 Known /13 Possible features)

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Multi-asset class support Ability to handle various alternative investments including private equity, hedge funds, real estate, infrastructure, and other non-traditional assets		Product description explicitly mentions alternative investment management and the system is designed for pension and institutional asset owners who typically manage various alternative assets
Asset allocation modeling Tools to model optimal portfolio allocations across alternative asset classes based on risk/return profiles		As an alternative investment management platform for pension funds, it likely includes asset allocation modeling capabilities as this is a core need for institutional investors
Commitment pacing Functionality to plan and track capital commitment schedules over time		Product description mentions pipeline management, which for institutional investors would include commitment pacing functionality
Portfolio construction tools Advanced tools for building portfolios that align with investment objectives and constraints		Advanced reporting and investment management capabilities would include portfolio construction tools as this is fundamental for institutional investors
What-if scenario analysis Ability to model hypothetical portfolio changes and their potential impacts		Given the product's focus on investment management for institutional investors, scenario analysis is a standard feature in such platforms
Liquidity forecasting Tools to project future liquidity needs and available capital		Alternative investment management requires liquidity forecasting capabilities for institutional investors managing illiquid assets
Look-through capabilities Ability to analyze underlying holdings within fund structures		No information available
Vintage year analysis Tools to analyze performance by investment vintage years		As an alternative investment platform, vintage year analysis would be a standard feature for analyzing private equity and other time-sensitive investments
Fund capacity Maximum number of funds that can be managed in the system		No information available
Portfolio optimization Advanced algorithms for portfolio optimization based on various constraints		No information available
Custom categorization Ability to create custom investment categories and hierarchies		Advanced reporting capabilities mentioned in the product description would include custom categorization features
Target allocation tracking Tools to monitor actual allocations against targets		Investment management systems for pension funds typically include target allocation tracking as a core feature

IRR calculation Ability to calculate Internal Rate of Return at different levels (fund, portfolio, asset class)		IRR calculation is a standard feature in alternative investment management platforms, especially for pension funds
TVPI metrics Total Value to Paid-In Capital ratio calculation		TVPI metrics are standard in alternative investment management platforms for institutional investors
DPI metrics Distributed to Paid-In Capital ratio calculation		DPI metrics are standard in alternative investment management platforms for institutional investors
RVPI metrics Residual Value to Paid-In Capital ratio calculation		RVPI metrics are standard in alternative investment management platforms for institutional investors
PME analysis Public Market Equivalent analysis to compare private investments against public benchmarks		No information available
Custom benchmark creation Ability to create and use custom benchmarks for performance comparison		Advanced reporting capabilities mentioned would include benchmark creation for performance comparison
Performance attribution Analysis of performance drivers and contributors		Performance attribution would be included in the advanced reporting capabilities mentioned for institutional investors
Time-weighted returns Calculation of time-weighted return metrics		Time-weighted returns are standard calculations in investment management platforms
Money-weighted returns Calculation of money-weighted return metrics		Money-weighted returns are standard calculations in alternative investment management platforms
Vintage year benchmarking Ability to benchmark against similar vintage year investments		Vintage year benchmarking is a standard feature for alternative investment management platforms
Performance calculation frequency How often performance metrics can be automatically calculated		No information available
Historical performance tracking Length of performance history that can be maintained		No information available
Quartile ranking Ability to rank investments against peers by quartile		Quartile ranking is a standard feature in alternative investment platforms for comparing investment performance

Sensitivity analysis Tools to assess portfolio sensitivity to various factors		Investment management platforms for pension funds typically include sensitivity analysis tools
Stress testing Ability to model portfolio behavior under stressed market conditions		No information available
Value at Risk (VaR) VaR calculation capabilities for alternative investments		No information available
Monte Carlo simulation Probabilistic modeling of potential outcomes using Monte Carlo methods		No information available
Counterparty risk tracking Monitoring exposure to various counterparties		No information available
Concentration risk analysis Tools to identify and monitor concentration risks across various dimensions		Risk management for institutional investors would include concentration risk analysis
Liquidity risk assessment Tools to assess and monitor portfolio liquidity risks		Alternative investment management platforms would include liquidity risk assessment for institutional investors
Drawdown analysis Analysis of investment drawdowns and recovery periods		No information available
Risk factor decomposition Breaking down risk into component factors		No information available
Risk budgeting Tools for allocating risk across portfolio segments		No information available
ESG risk assessment Tools to evaluate environmental, social, and governance risks		No information available
Risk reporting frequency How frequently risk metrics are updated		No information available

Capital call tracking Tools to track and manage capital calls from investments		Deal management and workflow automation mentioned in product description would include capital call tracking
Distribution tracking Tools to track and categorize distributions from investments		Alternative investment management platforms for institutional investors typically include distribution tracking
Cash flow forecasting Ability to project future cash flows based on historical patterns and commitments		Cash flow forecasting is a standard feature in alternative investment management platforms
Commitment tracking Tools to track committed, called, and uncalled capital		Deal management for alternative investments would include commitment tracking functionality
Waterfall calculations Ability to model and calculate complex distribution waterfalls		No information available
Cash flow visualization Visual tools for understanding cash flow patterns		Advanced reporting capabilities mentioned would include cash flow visualization
J-curve analysis Tools to analyze and visualize the J-curve effect in private investments		J-curve analysis is a standard feature in alternative investment management systems for institutional investors
Recallable distribution tracking Ability to track distributions that could potentially be recalled		No information available
In-kind distribution handling Functionality to manage and track in-kind distributions		No information available
Cash flow alert system Automated notifications for upcoming cash flow events		Workflow automation mentioned in product description would include cash flow alert systems
Currency handling Ability to manage cash flows in multiple currencies		No information available
Cash flow projection horizon Maximum time period for cash flow projections		No information available

Manager database Comprehensive database of alternative investment managers		Investor relations functionality mentioned would include a manager database
Due diligence workflow Structured workflows for manager evaluation and selection		Deal management and workflow automation mentioned would support due diligence workflows
Document repository Centralized storage for manager documents and research		Product explicitly mentions document management capabilities
Manager performance tracking Tools to track and analyze manager performance over time		Investment management systems for pension funds would include manager performance tracking
Manager exposure analysis Analysis of exposure to various managers across the portfolio		Alternative investment management systems would include manager exposure analysis
Peer group comparison Ability to compare managers against relevant peer groups		Advanced reporting capabilities would include peer group comparison for managers
RFP management Tools to create, distribute, and analyze RFPs to managers		No information available
ESG manager assessment Tools to evaluate managers' ESG capabilities and alignment		No information available
Manager meeting notes Structured system for recording and retrieving manager meeting notes		Investor relations and document management features would include manager meeting notes functionality
Style drift detection Tools to identify manager deviation from stated investment approaches		No information available
Track record verification Tools to verify and analyze manager track records		No information available
Manager capacity Maximum number of managers that can be tracked in the system		No information available

Customizable reporting Ability to create and customize reports for different stakeholders		Product explicitly mentions advanced reporting capabilities which would include customizable reporting
Board-level reporting Pre-built templates for investment committee and board reporting		Advanced reporting for pension and institutional asset owners would include board-level reporting templates
Regulatory reporting Support for required regulatory reporting frameworks		Investment management systems for pension funds typically include regulatory reporting capabilities
Interactive dashboards Configurable dashboards with key metrics and visualizations		Advanced reporting mentioned would include interactive dashboards
Ad-hoc analysis Tools for performing on-the-fly analysis without pre-built reports		Advanced reporting capabilities would include ad-hoc analysis functionality
Data visualization tools Advanced charts, graphs, and other visualization capabilities		Advanced reporting would include data visualization tools
Report scheduling Ability to schedule automated report generation and distribution		Workflow automation mentioned would include report scheduling capabilities
Export capabilities Options to export data to various formats (Excel, PDF, etc.)		Advanced reporting would include export capabilities to various formats
ILPA reporting compliance Support for Institutional Limited Partners Association reporting standards		No information available
Attribution analysis Detailed attribution of returns across various factors		Advanced reporting for institutional investors would include attribution analysis
Historical reporting Ability to generate reports for any historical time period		Advanced reporting would include historical reporting capabilities
Report template library Number of pre-built report templates available		No information available
Report generation speed Time taken to generate complex reports		No information available

Data import automation Automated tools for importing data from various sources		Deal management and workflow automation would include data import automation
API availability Presence of APIs for integration with other systems		No information available
Data validation rules Configurable rules to ensure data accuracy and consistency		Investment management systems for institutional investors typically include data validation rules
Accounting system integration Built-in connections to common accounting platforms		No information available
Market data feeds Integration with market data providers		No information available
Document management Tools for storing, categorizing, and retrieving investment documents		Product explicitly mentions document management capabilities
Data warehousing Enterprise data warehousing capabilities		No information available
Data audit trail Tracking of all data changes with user information		Investment management systems for institutional investors typically include data audit trails
Historical data storage Maximum period for storing historical data		No information available
Excel add-in functionality Dedicated Excel integration for data analysis		No information available
Data extraction tools Tools for extracting data from reports and documents		No information available
Integration with custodians Direct integration with custodian data feeds		No information available
Data quality scoring Metrics for assessing and reporting on data quality		No information available

Investment guideline monitoring Automated monitoring of compliance with investment guidelines		Investment management systems for pension funds typically include investment guideline monitoring
Regulatory compliance reporting Support for regulatory reporting requirements specific to pension funds		Systems tailored for pension fund management would include regulatory compliance reporting
GIPS compliance Support for Global Investment Performance Standards		No information available
Breach notification Automated alerts for investment guideline breaches		Investment guideline monitoring would include breach notification functionality
Approval workflows Configurable approval processes for investment actions		Workflow automation mentioned would include approval workflows
Audit trails Comprehensive logging of system actions for audit purposes		Investment management systems for institutional investors typically include comprehensive audit trails
Conflict of interest tracking Tools to identify and manage potential conflicts of interest		No information available
Fee validation Tools to validate manager fees against agreements		No information available
ESG compliance monitoring Tools to monitor compliance with ESG investment policies		No information available
Role-based access control Granular control over user permissions and data access		Enterprise systems for institutional investors would include role-based access control
Document retention policies Enforcement of document retention requirements		Document management capabilities mentioned would include document retention policies
Compliance rule library Number of pre-built compliance rules available		No information available

Liability modeling Tools to model pension liabilities and projections		Systems tailored for pension fund management would include liability modeling capabilities
Asset-liability matching Analysis of how assets align with liability requirements		Pension fund management systems would include asset-liability matching functionality
Funding ratio analysis Tools to track and project pension funding ratios		Pension fund management systems would include funding ratio analysis tools
Actuarial data integration Ability to incorporate actuarial data into analyses		No information available
Liability-driven investment (LDI) support Specialized tools for LDI strategies		No information available
Surplus risk metrics Measures of risk to pension surplus		No information available
Glide path monitoring Tools to track progress along a defined glide path strategy		No information available
Demographic analysis Analysis of plan participant demographics		No information available
Contribution forecasting Projections of required sponsor contributions		Pension fund management systems would include contribution forecasting capabilities
Liability hedging analytics Analysis of hedging effectiveness against liabilities		No information available
Cash flow matching Tools to match investment cash flows with liability payments		No information available
Liability projection horizon Maximum time period for liability projections		No information available

Cloud deployment option Availability of cloud-based deployment		Product is explicitly described as cloud-based
On-premises deployment option Availability of on-premises installation		No information available
Mobile accessibility Access to system functionality via mobile devices		No information available
Multi-factor authentication Enhanced security through multi-factor authentication		Enterprise cloud systems for financial institutions typically include multi-factor authentication
Disaster recovery Comprehensive disaster recovery capabilities		Cloud-based systems for financial institutions would include disaster recovery capabilities
System uptime Guaranteed system availability percentage		No information available
User concurrency Maximum number of simultaneous users supported		No information available
Single sign-on Support for enterprise single sign-on solutions		Enterprise systems for institutional investors typically include single sign-on support
Customization capabilities Extent to which the system can be customized without vendor involvement		Advanced reporting capabilities mentioned would suggest customization capabilities
Support hours Hours of available technical support per week		No information available
Implementation time Typical time required for system implementation		No information available
Training resources Availability of comprehensive training materials and programs		Enterprise systems for financial institutions typically include comprehensive training resources
System response time Average time for system to respond to standard queries		No information available

PFA’s Altvia AIM from PFA Solutions

Product analysis by function

Alternative Investment Management Software for Investment Management

Portfolio Management (9 Yes /9 Known /12 Possible features)

Performance Measurement (10 Yes /10 Known /13 Possible features)

Risk Management (3 Yes /3 Known /12 Possible features)

Cash Flow Management (7 Yes /7 Known /12 Possible features)

Fund Manager Due Diligence (7 Yes /7 Known /12 Possible features)

Reporting & Analytics (10 Yes /10 Known /13 Possible features)

Data Management & Integration (4 Yes /4 Known /13 Possible features)

Compliance & Governance (7 Yes /7 Known /12 Possible features)

Liability & ALM Management (4 Yes /4 Known /12 Possible features)

Technical & Operational (6 Yes /6 Known /13 Possible features)