AIMS means ALPIMA Investment Management System.

With AIMS you can:

  • Set up your portfolio universe with as many levels as you need to serve your clients.
  • Connect portfolios to each other using logic of your choice. This is possible thanks to our unique Object-Oriented Investing™ approach. Portfolios are digital objects that can be logically linked to each other.

  • Manage trees of connected portfolios with ease.

  • Make strategic and tactical allocation changes via editable grids, view their impact before implementation, and propagate them automatically within your entire portfolio universe with one click.

Deliver guided portfolio allocation

  • Configure your Rulebook to ensure all portfolios remain within your guidelines through time.
  • See the impact of your allocation decisions across all portfolios with full transparency.
  • Provide the degree of customisation you want to your clients within your framework.

  • Leverage your brand, your expertise, and your product range to deliver differentiated service.

Allow customisation at scale within your rules

  • Combine the best of human and machine within a robust, customisable, and auditable framework
  • Enable scalable personalisation within your discretionary business
  • Provide next-generation advisory by seamlessly linking your clients' portfolios to your strategic asset allocation on one integrated platform 

Contact us to explore how AIMS can help you to build, connect and manage different types of portfolios, all in one place

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