General Information
Case/Plan information
Project Management
Contact Management
Reports
Form Letters

With AIM you can:
Store and organize all information needed by pension professionals in AIM's database
Track potential and existing clients, contacts, cases, advisors, staff members and projects
Track all phases of work-in-progress
View and print follow-up reports
Send standardized letters to clients
Eliminate repetitive tasks
Quickly find the information you need
Avoid missed deadlines
Easily view the status of one, all or a subset of plans