# Does AIM include portfolio management?



##### Post Metadata
- Posted at: over 6 years ago
- Net upvotes: 1


## Comments
### Comment 1

AIM’s Deal-tracking functionality optimizes the evaluation process of fund and direct investment opportunities from sourcing to completion. The AIM CRM holds every piece of information you have on a potential investment — deal information, fund details, due diligence — allowing you to make informed and efficient decisions. Once you’ve built your portfolio, AIM provides powerful tools to track all performance-related aspects over time including valuation information and other critical metrics.

##### Comment Metadata
- Posted at: over 6 years ago
- Author title: Marketing Analyst




## Related Product
[Altvia](https://www.g2.com/products/altvia/reviews)

## Related Category
[Financial Services CRM](https://www.g2.com/categories/financial-services-crm)

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