Which works better for small vs large Salesforce AppExchange admins?

AIM - Alternative Investment Management, Fund Management Software for Salesforce typically suits early-stage and growth-mode teams based on its published review base (39 reviews). OPAL for Salesforce: Goal Based Planning & Monitoring typically suits early-stage and growth-mode teams based on its published review base (8 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

AppRanks

AIM - Alternative vs OPAL for Salesforce — Salesforce

AIM - Alternative Investment Management, Fund Management Software for Salesforce vs OPAL for Salesforce

Side-by-side comparison · 24 data points

AIM - Alternative Investment Management, Fund Management Software for Salesforce

5.0·39reviews

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.

salesforcefree_to_install

Change

1. Listing metadata

Field-level data

	AIM - Alternative Investment Management, Fund Management Software for Salesforce	OPAL for Salesforce
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	“OPAL enables financial advisors to provide timely, insightful, and valuable advice at scale. The result is more engaged clients, enhanced relationships, suitable and consistent advice and, ultimately, a wealth management business that can scale and grow.”254 chars
Description	805 / 2000 chars40% used	1193 / 2000 chars60% used
Screenshots	—	—
Languages	en	en
Platforms	Salesforce	Salesforce
Developer	Altvia	Ortec Finance BV
Listed

At a glance

8 metrics · auto-computed

Feature comparison between AIM - Alternative Investment Management, Fund Management Software for Salesforce and OPAL for Salesforce: Goal Based Planning & Monitoring
Metric	AIM - Alternative Investment Management, Fund Management Software for Salesforce	OPAL for Salesforce: Goal Based Planning & Monitoring
Rating	5.0 ★	5.0 ★
Total reviews	★ 39	8
Free plan	★ Yes	—
Pricing	free_to_install	paid
Pricing tiers	—	1 tier
Listed features	4	★ 6
Languages	1 supported	1 supported
Listed since	Jun 2009	Sep 2020

Last updated	—	—

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	AIM - Alternative Investment Management, Fund Management Software for Salesforce	OPAL for Salesforce
and streamline	#5	Not ranked
funding	#6	Not ranked
proactive monitoring	Not ranked	#7
monitoring	Not ranked	#8
scenario planning	Not ranked	#11

6. App details

Long-form description · keyword frequency

AIM - Alternative Investment Management, Fund Management Software for Salesforce

“AIM has brought efficiencies to every facet of our business – fundraising, marketing, deal execution and fund administration. The Altvia team understands what we do and they have changed how we manage our business.” - Michael Painter, Plexus Capital AIM is used by a wide variety of organizations across the Alternative Asset Management industry including buyout funds, VC funds, funds of funds, and institutional investors such as educational endowments family offices, pension funds. AIM users are leaders in the Alternative Asset community and subsequently, AIM has been developed with a unique perspective on the Private Equity world from the viewpoint of both an LP and a GP. The result is a continually-evolving and feature-rich product that is flexible enough to handle any investing scenario.

Top keywords

funds5×4.07%
aim4×3.25%
alternative2×1.63%
alternative asset2×1.63%
asset2×1.63%
business2×1.63%

OPAL for Salesforce

OPAL facilitates goal-based planning and monitoring of client goals. Our solution addresses some of the major challenges in the traditional advice process: - Only a minority of clients receive some sort of planning when starting investing - Plans are often static documents and clients’ financial goals are not monitored - Assumption for growth in the underlying investment portfolios are often extremely basic and unrealistic. OPAL makes use of institutional-quality, realistic portfolio projections, based on monthly updated economic scenarios for more than 700 asset classes. This enables advisors, wealth managers and planners to translate their client’s goals into suitable investment decisions which comply with regulation. Goal-based planning leads to better investment decisions, realistic client expectations and helps advisors to keep track of the likelihood of achieving their client’s goals through dynamic updates that track the conditions and outlook on financial markets. Our institutional background and experience enables us to model a wide range of asset classes and funds and implement tailored client portfolios, matching the actual products that are offered to clients.

Top keywords

client5×2.89%
goals4×2.31%
clients3×1.73%
investment3×1.73%
planning3×1.73%
advisors2×1.16%
asset2×1.16%
asset classes2×1.16%
classes2×1.16%
client s goals2×1.16%
decisions2×1.16%
enables2×1.16%

Frequently asked

Common questions about this comparison

Is AIM - Alternative Investment Management, Fund Management Software for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring cheaper?

AIM - Alternative Investment Management, Fund Management Software for Salesforce is the cheaper option — it offers a free plan (free_to_install). OPAL for Salesforce: Goal Based Planning & Monitoring starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Which has better reviews, AIM - Alternative Investment Management, Fund Management Software for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring?

AIM - Alternative Investment Management, Fund Management Software for Salesforce (5.0★, 39 reviews) and OPAL for Salesforce: Goal Based Planning & Monitoring (5.0★, 8 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose AIM - Alternative Investment Management, Fund Management Software for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring?

AppRanks cannot separate these two on rating — both sit at 5.0★. AIM - Alternative Investment Management, Fund Management Software for Salesforce does carry the larger published review base (39 vs 8). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, AIM - Alternative Investment Management, Fund Management Software for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring?

Both apps are one-click installs from the Salesforce AppExchange. AIM - Alternative Investment Management, Fund Management Software for Salesforce has the deeper published review base (39 vs 8), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

AIM - Alternative Investment Management, Fund Management Software for Salesforce vs OPAL for Salesforce

AIM - Alternative Investment Management, Fund Management Software for Salesforce

1. Listing metadata

OPAL for Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. App details

Frequently asked

Is AIM - Alternative Investment Management, Fund Management Software for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring cheaper?

Which has better reviews, AIM - Alternative Investment Management, Fund Management Software for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring?

Should I choose AIM - Alternative Investment Management, Fund Management Software for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring?

Which is faster to set up, AIM - Alternative Investment Management, Fund Management Software for Salesforce or OPAL for Salesforce: Goal Based Planning & Monitoring?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between AIM - Alternative Investment Management, Fund Management Software for Salesforce and OPAL for Salesforce: Goal Based Planning & Monitoring?