AIM - A Purpose-Built vs Risk Profiling Tool — Salesforce

Risk Profiling Tool for Financial Services Cloud vs AIM - A Purpose-Built CRM for Private Capital Markets

Side-by-side comparison · 24 data points

Risk Profiling Tool for Financial Services Cloud

0.0·0reviews

A lightning component that enables a Financial Planner to quickly gauge a client's 'Attitude to Risk' and helps guide a Financial Planner when they are recommending an investment.

Shopifyfree

Change

1. Listing metadata

Field-level data

	AIM - A Purpose-Built CRM for Private Capital Markets	Risk Profiling Tool for Financial Services Cloud
Tagline	“Purpose-built on the Salesforce platform, AIM acts as the central repository for all your firm’s data, integrating with existing firm systems to streamline workflows, enhance data accuracy, and provide actionable insights for better decision-making.”249 chars	“A lightning component that enables a Financial Planner to quickly gauge a client's 'Attitude to Risk' and helps guide a Financial Planner when they are recommending an investment.”179 chars
Description	805 / 2000 chars40% used	673 / 2000 chars34% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	Altvia	Salesforce Labs
Listed	June 15, 2009

At a glance

8 metrics · auto-computed

Feature comparison between AIM - A Purpose-Built CRM for Private Capital Markets and Risk Profiling Tool for Financial Services Cloud
Metric	AIM - A Purpose-Built CRM for Private Capital Markets	Risk Profiling Tool for Financial Services Cloud
Rating	5.0 ★	—
Total reviews	39	0
Free plan	Yes	Yes
Pricing	free_to_install	free
Built for Shopify	—	—
Listed features	★ 4	3
Languages	1 supported	1 supported
Listed since	Jun 2009	Oct 2017

Last updated	—	—

Frequently asked

Common questions about this comparison

Is AIM - A Purpose-Built CRM for Private Capital Markets or Risk Profiling Tool for Financial Services Cloud cheaper?

Both AIM - A Purpose-Built CRM for Private Capital Markets and Risk Profiling Tool for Financial Services Cloud offer paid plans only. AIM - A Purpose-Built CRM for Private Capital Markets starts at free_to_install; Risk Profiling Tool for Financial Services Cloud starts at free. Compare the per-tier features in the Pricing section above before committing.

Should I choose AIM - A Purpose-Built CRM for Private Capital Markets or Risk Profiling Tool for Financial Services Cloud?

It depends on what you're optimizing for. AIM - A Purpose-Built CRM for Private Capital Markets fits better if you prioritize rating consistency; Risk Profiling Tool for Financial Services Cloud is the call if you need the larger user base. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Which is faster to set up, AIM - A Purpose-Built CRM for Private Capital Markets or Risk Profiling Tool for Financial Services Cloud?

Both apps are one-click installs from the Salesforce AppExchange marketplace. AIM - A Purpose-Built CRM for Private Capital Markets has more onboarding documentation maturity (39 reviews vs 0), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

AIM - A Purpose-Built CRM for Private Capital Markets typically suits early-stage and growth-mode stores based on its review-base composition (39 reviews). Risk Profiling Tool for Financial Services Cloud aligns more with early-stage and growth-mode stores (0 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Risk Profiling Tool for Financial Services Cloud vs AIM - A Purpose-Built CRM for Private Capital Markets

Risk Profiling Tool for Financial Services Cloud

1. Listing metadata

AIM - A Purpose-Built CRM for Private Capital Markets

At a glance

AppRanks verdict

3. Features

4. Categories & rankings

7. Activity in the last 90 days

AIM - A Purpose-Built CRM for Private Capital Markets · 2 changes

Risk Profiling Tool for Financial Services Cloud · 1 changes

9. App details

Frequently asked

Is AIM - A Purpose-Built CRM for Private Capital Markets or Risk Profiling Tool for Financial Services Cloud cheaper?

Should I choose AIM - A Purpose-Built CRM for Private Capital Markets or Risk Profiling Tool for Financial Services Cloud?

Which is faster to set up, AIM - A Purpose-Built CRM for Private Capital Markets or Risk Profiling Tool for Financial Services Cloud?

Which works better for small vs large Salesforce AppExchange stores?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between AIM - A Purpose-Built CRM for Private Capital Markets and Risk Profiling Tool for Financial Services Cloud?