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● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

List of Altvia Monitor the Portfolio Customers

Altvia Solutions
Location
590 Burbank St, Suite 220,
Broomfield, 80020, CO,
United States
Website
https://www.altvia.com/
Phone
1 720-458-9085
Artw industry
Professional Services
Employee
100
Revenue
$12M

Since 2010, our global team of researchers has been studying Altvia Monitor the Portfolio customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.

Each quarter our research team identifies companies that have purchased Altvia Monitor the Portfolio for Investor Onboarding from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.

Companies using Altvia Monitor the Portfolio for Investor Onboarding include: IVP, a United States based Banking and Financial Services organisation with 115 employees and revenues of $17.0 million, RCP Advisors, a United States based Professional Services organisation with 49 employees and revenues of $5.0 million, Edge Natural Resources, a United States based Banking and Financial Services organisation with 25 employees and revenues of $3.0 million and many others.

Contact us if you need a completed and verified list of companies using Altvia Monitor the Portfolio, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.

The Altvia Monitor the Portfolio customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Edge Natural Resources Banking and Financial Services 25 $3M United States Altvia Solutions Altvia Monitor the Portfolio Investor Onboarding 2015 n/a In 2015, Edge Natural Resources implemented Altvia Monitor the Portfolio, Category: . Edge implemented Altvia AIM alongside Correspond and ShareSecure to consolidate CRM and investor relations workflows in Dallas, United States. The deployment centralized investor onboarding and secure document distribution capabilities using ShareSecure and Correspond, aligning process area investor relations / CRM with portfolio monitoring and investor communication workflows. Altvia Monitor the Portfolio was configured to support onboarding flows, capital call distribution and investor communications, with module usage inferred from the case study referencing onboarding experience and dedicated implementation support. Integrations between Altvia AIM, Correspond and ShareSecure enabled coordinated document delivery and CRM updates across investor relations functions. Operational coverage focused on investor relations and CRM teams in Dallas, and the implementation produced time savings for capital call distribution and a more consistent investor experience as stated in the case study.
IVP Banking and Financial Services 115 $17M United States Altvia Solutions Altvia Monitor the Portfolio Investor Onboarding 2014 n/a In 2014, IVP implemented Altvia Monitor the Portfolio. The deployment used Altvia Monitor the Portfolio in the Investor relations / CRM category to centralize investor communications and secure document workflows. The implementation covered IVP’s investor relations function in Menlo Park, United States. IVP adopted Altvia’s portal and communications tools ShareSecure and Correspond to streamline distribution of reports and investor documents. Configuration work focused on secure portal access, document tracking, and onboarding workflows to support investor communications and CRM processes. Altvia Monitor the Portfolio was used to orchestrate document delivery and communications sequencing for investor reporting. The implementation integrated Altvia Monitor the Portfolio with ShareSecure and Correspond as the primary channels for secure file transfer and outbound investor messaging. Operational scope was limited to investor relations and CRM workflows at the Menlo Park site, with the investor relations team as the primary user group. The case study reports a reduction in report distribution time from hours to minutes. Governance centered on centralized content control and standardized document workflow procedures for investor reporting, shifting ad hoc distribution to portal-driven distribution and tracked acknowledgements. Rollout specifics beyond the Menlo Park operational coverage are not specified.
RCP Advisors Professional Services 49 $5M United States Altvia Solutions Altvia Monitor the Portfolio Investor Onboarding 2005 n/a In 2005, RCP Advisors implemented Altvia Monitor the Portfolio to support portfolio monitoring and CRM workflows. RCP Advisors has used Altvia AIM since 2005 to track fundraising, investment due diligence, and portfolio management, centralizing data and visibility for its portfolio monitoring team. Altvia Monitor the Portfolio was configured to provide enhanced reporting and consolidated visibility across fundraising, due diligence, and portfolio positions, aligning with portfolio management / CRM functional requirements. The implementation emphasized modules for fundraising tracking, investment due diligence tracking, and portfolio monitoring, with role based access and automated reporting supporting the portfolio monitoring team in the United States. The case study frames the configuration as consolidating data within Altvia AIM to operationalize reporting workflows across portfolio management and CRM processes. RCP credits Altvia with automating enhanced reporting to improve decision making and efficiency.
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Buyer Intent: Companies Evaluating Altvia Monitor the Portfolio

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FAQ - APPS RUN THE WORLD Altvia Monitor the Portfolio Coverage

Altvia Monitor the Portfolio is a Investor Onboarding solution from Altvia Solutions.

Companies worldwide use Altvia Monitor the Portfolio, from small firms to large enterprises across 21+ industries.

Organizations such as IVP, RCP Advisors and Edge Natural Resources are recorded users of Altvia Monitor the Portfolio for Investor Onboarding.

Companies using Altvia Monitor the Portfolio are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.

Companies using Altvia Monitor the Portfolio are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Altvia Monitor the Portfolio across Americas, EMEA, and APAC.

Companies using Altvia Monitor the Portfolio range from small businesses with 0-100 employees - 66.67%, to mid-sized firms with 101-1,000 employees - 33.33%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of Altvia Monitor the Portfolio include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Altvia Monitor the Portfolio customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Investor Onboarding.