Is AIM - A Purpose-Built CRM for Private Capital Markets or BenefitsGuide: CXC Compliance cheaper?

AIM - A Purpose-Built CRM for Private Capital Markets is the cheaper option — it offers a free plan (free_to_install). BenefitsGuide: CXC Compliance starts at paid. Both publish their pricing on the Salesforce AppExchange marketplace; AppRanks mirrors what's listed on each refresh cycle.

Which has better reviews, AIM - A Purpose-Built CRM for Private Capital Markets or BenefitsGuide: CXC Compliance?

AIM - A Purpose-Built CRM for Private Capital Markets (5.0★, 39 reviews) and BenefitsGuide: CXC Compliance (5.0★, 1 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 - A Purpose-Built CRM for Private Capital Markets or BenefitsGuide: CXC Compliance?

It depends on what you're optimizing for. AIM - A Purpose-Built CRM for Private Capital Markets fits better if you prioritize broader integrations; BenefitsGuide: CXC Compliance 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 BenefitsGuide: CXC Compliance?

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 1), 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). BenefitsGuide: CXC Compliance aligns more with early-stage and growth-mode stores (1 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.

Can I migrate data between AIM - A Purpose-Built CRM for Private Capital Markets and BenefitsGuide: CXC Compliance?

Migration support varies by app and category. AIM - A Purpose-Built CRM for Private Capital Markets and BenefitsGuide: CXC Compliance both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from BenefitsGuide: CXC Compliance" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

AIM - A Purpose-Built vs BenefitsGuide: CXC — Salesforce

AIM - A Purpose-Built CRM for Private Capital Markets vs BenefitsGuide

Side-by-side comparison · 24 data points

AIM - A Purpose-Built CRM for Private Capital Markets

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.

Shopifyfree_to_install

Change

1. Listing metadata

Field-level data

	AIM - A Purpose-Built CRM for Private Capital Markets	BenefitsGuide
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	“Designed for insurance professionals. Create ERISA Wraps/SPDs, Sec 125 Cafeteria Plan documents, Form 5500s and Federal Notices by integrating your instance of Salesforce with CXC Solutions, the leading provider of Benefits Compliance solutions.”246 chars
Description	805 / 2000 chars40% used	827 / 2000 chars41% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	Altvia	BenefitsGuide
Listed	June 15, 2009

At a glance

9 metrics · auto-computed

Feature comparison between AIM - A Purpose-Built CRM for Private Capital Markets and BenefitsGuide: CXC Compliance
Metric	AIM - A Purpose-Built CRM for Private Capital Markets	BenefitsGuide: CXC Compliance
Rating	5.0 ★	5.0 ★
Total reviews	★ 39	1
Free plan	★ Yes	—
Pricing	free_to_install	paid
Built for Shopify	—	—
Pricing tiers	—	1 tier
Listed features	★ 4	3
Languages	1 supported	1 supported
Listed since	Jun 2009	Apr 2021

Last updated	—	—

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	AIM - A Purpose-Built CRM for Private Capital Markets	BenefitsGuide
and irs regulations	Not ranked	#2
irs compliance	Not ranked	#3
cra and irs	Not ranked	#7
working capital	#8	Not ranked

9. App details

Long-form description · keyword frequency

AIM - A Purpose-Built CRM for Private Capital Markets

“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%

BenefitsGuide

Specifically designed for the insurance broker, this app allows you to Create ERISA Wraps/SPDs, Sec 125 Cafeteria Plan documents, Form 5500s and Federal Notices for any client. During installation you complete a mapping spreadsheet to relate your Salesforce data with our data model. Then click the CXC Compliance button from the Account record, select the type of compliance document (ERISA Wrap, Sec 125 Cafeteria Plan Document, Form 5500 or Federal Notices) you wish to create, review the form that was prefilled using your data. Complete any required data that is missing and Submit to CXC for processing. CXC Solutions is the leading provider of Benefits Compliance Solutions and currently works with over 200 benefits professionals helping their 15,000+ employers stay compliant with IRS, DOL and HIPAA regulations.

Top keywords

data4×3.10%
compliance3×2.33%
cxc3×2.33%
form3×2.33%
1252×1.55%
125 cafeteria2×1.55%
125 cafeteria plan2×1.55%
benefits2×1.55%
cafeteria2×1.55%
cafeteria plan2×1.55%
complete2×1.55%
document2×1.55%

AIM - A Purpose-Built CRM for Private Capital Markets vs BenefitsGuide

AIM - A Purpose-Built CRM for Private Capital Markets

1. Listing metadata

BenefitsGuide

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

9. App details

Frequently asked

Is AIM - A Purpose-Built CRM for Private Capital Markets or BenefitsGuide: CXC Compliance cheaper?

Which has better reviews, AIM - A Purpose-Built CRM for Private Capital Markets or BenefitsGuide: CXC Compliance?

Should I choose AIM - A Purpose-Built CRM for Private Capital Markets or BenefitsGuide: CXC Compliance?

Which is faster to set up, AIM - A Purpose-Built CRM for Private Capital Markets or BenefitsGuide: CXC Compliance?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange stores?

Can I migrate data between AIM - A Purpose-Built CRM for Private Capital Markets and BenefitsGuide: CXC Compliance?