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AIM

AIM

Name: AIM
Rating: 4.5 (2 reviews)

By Altvia Solutions

971 Interested

Highlights : About AIM

Account Alerts

Compliance Reporting

Fund Management

Investment Management

Multi-Portfolio Management

About AIM

AIM is a cloud-based private equity CRM solution for Salesforce which helps firms of all sizes consolidate data into one central system to manage operations and workflow. The platform enables enterprises to streamline investments, portfolio, back-end systems, team collaboration, compliance, and more. AIM offers a range of features such as client management, performance metrics, fund and portfolio management, benchmarking, modeling and simulation, data import/export, and compliance reporting. The platform helps investment advisors, investors and traders track fundraising and stakeholder relationships. AIM enables businesses to report information on organizations and connections, and also allows users to track calls, meetings and email notes with instant notifications.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Account Alerts

Compliance Reporting

Fund Management

Investment Management

Investments Tracking

Investor Management

Multi-Portfolio Management

Private Equity

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