Case Study: Pathstone saves hundreds of hours with Altvia

Pathstone saves hundreds of hours with Altvia

Pathstone, formerly known as Crestone Capital, is a family office with approximately $3 billion in assets under management. Their challenge was managing increasing assets with a cumbersome set of disparate systems, including Excel and Microsoft Dynamics, which made it difficult to centralize client data and scale their operations. They needed a CRM solution from a vendor like Altvia to create efficiencies and provide a unified view of client relationships and assets.

The solution was implementing Altvia's AIM platform and Investor Correspond service. This provided Pathstone with a central system to track both family relationships and capital flow, streamlining processes like capital calls and distribution notices. As a result of working with Altvia, Pathstone saves hundreds of hours of work annually, notably by reducing the effort to launch investment pools and manage agreements from over 80 emails to a simplified, efficient process.

Pathstone