The Most Advanced Alternative Investment
Management Software (“AIMS”)
Free Plan
Get your firm started tracking alternative investments with our foundational tools.
FREE
Manually track, report, & manage alternatives
No credit card required.
- Unlimited investors, entities, & documents (up to 10,000 pages)
- Manually track alternative investment performance
- Manually upload documents
Starter
For firms who currently (or plan) to manage alternative investments professionally.
$375/ per month
SUPPORTS 30 PRIVATE INVESTMENTS
- $13.50 per month per additional investment.
- Automated alternative investment management technology
- Real-time fund admin syncing & reporting
- Capital call and distribution notices
- Client dashboards (InvestorVue)
- Invite CPA
- Full client onboarding
- Client support
Emerging
For firms actively managing alternatives looking to scale and improve their client experience.
$1,000/ per month
SUPPORTS 100 PRIVATE INVESTMENTS
- $12.50 per month per additional investment.
- Integration with existing portfolio management systems
- Automated alternative investment management technology
- Real-time fund admin syncing & reporting
- Capital call & distribution notices
- Client dashboards (InvestorVue)
- Invite CPA
- Full client onboarding
- Client support
Enterprise
For firms seeking the most cutting-edge alternative investment solutions.
200+Investments
Fully-managed service & support
- Pricing customized to your firm’s specific needs.
DON’T TAKE OUR WORD FOR IT
Start Managing Alternative
Investments for Free
- Try before you buy
- No credit card required
- Support Included