Side by side

Bloomberg AIM vs FinFolio

Both stand on investment accounting software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Bloomberg AIM

Paid Self-hosted

Consider Bloomberg AIM if your buy-side firm needs portfolio, trading, compliance and post-trade operations in one system. Firms seeking a published price or a stated free tier should look elsewhere for those terms.

Visit Bloomberg AIM

FinFolio

Paid AndroidAPIiPhone+2

FinFolio brings portfolio accounting and several investment operations together, with hosting and branding options for firms. Buyers should account for its stated limitation that it is not a full CRM.

Visit FinFolio

The facts

	Bloomberg AIM	FinFolio
Free plan	Not published	Not published
Open source	Not published	Not published
Runs on	Self-hosted	Android, API, iPhone, Self-hosted, Web
Lowest paid plan	Free or on request	Not published
Plans published	1	None
Maker	Bloomberg AIM	FinFolio
Website	professional.bloomberg.com	finfolio.com
On investment accounting software	#13 of 30	#17 of 30

Bloomberg AIM: what it does well

Combines portfolio management, trading, compliance and operations.
Includes benchmarking, rebalancing and scenario analysis.
Routes equity orders to more than 2,300 destinations.
Supports compliance workflows with audit history.
Covers equities, fixed income, FX, options, futures and OTC derivatives.

What to know first

Pricing is available on request.
A demo request is the stated access path.
No free tier or trial terms are provided.

FinFolio: what it does well

Multi-currency accounting calculates cost and performance.
Rebalancing supports UMA and SMA strategies.
FIX-enabled order management covers execution and allocation.
Offers a documented REST API.
Firms can self-host or use hosted deployment.

What to know first

Pricing is available on request.
FinFolio says it is not a full CRM.

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