Cloud-based solutions for Alternative Asset Managers, Impact Investors and Private Equity
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The Heart of Social Impact.

PENSION FUND MANAGERS

AIM for Pension Fund Managers

AIM helps you streamline solicitations, understand your universe of investment funds, and track your relationships with fund managers.

An ideal fit for organizations that have outgrown spreadsheets, AIM lets you capture research and easily prepare for investment committee meetings. Also, AIM helps you track performance and consolidates information from multiple sources.

 

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PENSION FUND MANAGERS

CRM designed for Alternative Investment Managers

AIM helps you centralize institutional knowledge by collecting and reporting on information related to the organizations and people with whom you interact.

AIM also includes specially-designed features to let you monitor connections between contacts and keep track of every meeting, call, and email.

PENSION FUND MANAGERS

Complete Investment Pipeline Tracking

AIM lets you track funds in your pipeline from research to investment.

As a pension fund manager, AIM lets you collect and report on information related to funds, recording details from each step of the research process and ensuring that allocation guidelines are followed. Then AIM lets you easily prepare and print fund manager tear sheets.

PENSION FUND MANAGERS

Company-wide Tracking Across your Entire Portfolio

Simplify portfolio monitoring, analysis, and reporting with AIM portfolio tracking.

As a pension fund manager, AIM lets you collect and report on information related to your completed investments, improving transparency, consistency, and compliance. AIM also collects fund performance metrics at regular intervals and provides you with detailed reporting and analysis.

Solutions
All Solutions Family Offices Fund Managers Fund of Funds Hedge Funds Institutional Investors Pension Fund Managers Placement Agents Private Equity
Resources
Video: Allow Users to Submit Deals or Funds from the WebVideo: Manage Sensitive Documents with PPMs and AIM PortalCase Study: UTIMCOCase Study: RCP Custom ReportingCase Study: Investors Management CorporationAutomate Monday Morning ReportsCustomizing Salesforce for Fund ManagementAIM vs. the Consultant eBookView All Resources
Our Customers

"The App-X team has been fantastic, bringing efficiencies to every facet of our business--fundraising, marketing, deal execution and fund administration. They understand what we do and their team has changed how we manage our business."

Michael Painter, Plexus Capital