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

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

1. Listing metadata

Field-level data

	Risk Profiling Tool for Financial Services Cloud	AIM - A Purpose-Built CRM for Private Capital Markets
Tagline	“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	“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
Description	673 / 2000 chars34% used	805 / 2000 chars40% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	Salesforce Labs	Altvia
Listed	October 3, 2017

At a glance

8 metrics · auto-computed

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

AppRanks verdict

Generated from live data on this page

Based on the data on this page, AIM - A Purpose-Built CRM for Private Capital Markets is the stronger choice for most Salesforce AppExchange merchants — 5.0★ vs Risk Profiling Tool for Financial Services Cloud's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base. Pricing entry tiers: Risk Profiling Tool for Financial Services Cloud at free, AIM - A Purpose-Built CRM for Private Capital Markets at free_to_install. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (apps, orders, integrations) varies. Recommended by store size: small/early-stage merchants who need fast install and low risk should default to AIM - A Purpose-Built CRM for Private Capital Markets; mid-market and enterprise merchants with specific feature requirements should evaluate both — Risk Profiling Tool for Financial Services Cloud's 0-review base may include the workflow context that matches your specific use case better than AIM - A Purpose-Built CRM for Private Capital Markets's broader-but-shallower coverage. This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Risk Profiling Tool for Financial Services Cloud audit • AIM - A Purpose-Built CRM for Private Capital Markets audit

Last updated	—	—

3. Features

As listed by each developer

Risk Profiling Tool for Financial Services Cloud

Configuration page to create attitude to risk templates effortlessly with drag and drop functionality
Capture client risk profiles directly in Salesforce Financial Services Cloud against the Client record
Support for Salesforce1 to capture key compliance activities even on the road

AIM - A Purpose-Built CRM for Private Capital Markets

Fundraising: Accelerate your fundraising efforts with Altvia’s AIM CRM, purpose-built to manage investor relationships, streamline workflows, and optimize your capital raising process.
Win More Deals: Streamline your deal pipeline and provide the insights you need to stay ahead. With a centralized platform, your team can manage every aspect of deal sourcing, diligence, and closing with greater efficiency and confidence.
Streamline Operations: Stop looking at spreadsheets and see beyond the numbers by visualizing your firm’s data. Altvia’s AIM CRM helps to uncover opportunities that allow you to make informed decisions.
Automate Data Entry: Ditch manual, error-prone data entry. Transform data chaos into organized efficiency, prioritizing smart engagement through proprietary interaction functionality for insightful connections that elevate your strategies.

9. App details

Long-form description · keyword frequency

Risk Profiling Tool for Financial Services Cloud

As a Financial Planner, I need to quickly gauge my client's 'Attitude to Risk', so that I can have a basic measure of how much risk my client is willing to take with their money. It will help me meet my 'Know Your Client' compliance requirements when recommending an investment option and provides a future reference for later consultation and compliance checks. This is a lightning component that allows users to measure individual risk-attitudes through a questionnaire. The result of the questionnaire is a score which corresponds to a category of risk aligned to a 'Risk Profile'. You can create the questions and risk profiles that are appropriate for your business.

Top keywords

risk3×2.70%
compliance2×1.80%
measure2×1.80%
questionnaire2×1.80%

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%

Frequently asked

Common questions about this comparison

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

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

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

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

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

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?

Risk Profiling Tool for Financial Services Cloud typically suits early-stage and growth-mode stores based on its review-base composition (0 reviews). AIM - A Purpose-Built CRM for Private Capital Markets aligns more with early-stage and growth-mode stores (39 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 Risk Profiling Tool for Financial Services Cloud and AIM - A Purpose-Built CRM for Private Capital Markets?

Migration support varies by app and category. Risk Profiling Tool for Financial Services Cloud and AIM - A Purpose-Built CRM for Private Capital Markets 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 Risk Profiling Tool for Financial Services Cloud" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

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

AIM - A Purpose-Built CRM for Private Capital Markets

1. Listing metadata

Risk Profiling Tool for Financial Services Cloud

At a glance

AppRanks verdict

3. Features

4. Categories & rankings

7. Activity in the last 90 days

Risk Profiling Tool for Financial Services Cloud · 1 changes

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

9. App details

Frequently asked

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

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

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

Which works better for small vs large Salesforce AppExchange stores?

See full keyword rankings, install trends, and weekly alerts

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