Bloomberg AIM vs CGI Wealth360 Portfolio Management

Bloomberg AIM9.3Visit CGI Wealth360 Portfolio Management9.0Visit

Higher score Bloomberg AIM #2 in Portfolio Management Software 9.3/10 Pricing on request ✓ 1 of 4 features Contact Bloomberg

vs

CGI Wealth360 Portfolio Management #5 in Portfolio Management Software 9.0/10 Pricing on request ✓ 1 of 4 features Visit CGI

• Bloomberg AIM fits best

  Enterprise investment managers needing full operations

• CGI Wealth360 Portfolio Management fits best

  Enterprise wealth managers needing trading workflows

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Side by side

Feature	Bloomberg AIM 9.3/10 Visit ↗	CGI Wealth360 Portfolio Management 9.0/10 Visit ↗
At a glance
Editor score	9.3	9.0
Ranking	#2 in Portfolio Management Software	#5 in Portfolio Management Software
Best for	Enterprise investment managers needing full operations	Enterprise wealth managers needing trading workflows
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	Not checked yet
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web, iOS, Android
Integrations	5 integrations	1 integrations
Built for	Enterprise	Mid-market, Enterprise
Features Bloomberg AIM 1/4 · CGI Wealth360 Portfolio Management 1/4
Performance reporting	✓	✓
Allocation analysis	Not checked yet	Not checked yet
Risk analysis	Not checked yet	Not checked yet
Tax-lot tracking	Not checked yet	Not checked yet
Specs
Asset class coverage	Not checked yet	Multi_asset_alternatives
Maximum portfolios	Not checked yet	Not checked yet
Our review
Pros	Combines portfolio management, orders, compliance and post-trade operations Supports accounting, performance measurement and reporting workflows Integrates with Bloomberg tools, APIs and third-party execution platforms	Tax-aware trading recommendations with drift alerts and rebalancing Compliance checks, searchable audit trails and exception cleanup Digital onboarding, billing and goal-based performance reporting
Cons	Pricing requires contacting Bloomberg Enterprise focus may not suit smaller investment teams Specific coverage of private assets and tax-lot accounting is unclear	Pricing requires contacting CGI sales Cloud deployment may not fit firms requiring on-premise systems Integration details are limited to third-party solutions
Our verdict	Bloomberg AIM brings portfolio management and order workflows together for buy-side firms, including asset managers, hedge funds, insurers, pension funds and government agencies. Its scope extends beyond investment decisions into trading,… Read the review →	CGI Wealth360 Portfolio Management is an integrated platform for wealth management programs, including fund wrap, separately managed accounts, unified managed accounts and unified managed households. It supports client profiles ranging… Read the review →

Strengths and trade-offs

• Bloomberg AIM — where it wins

  • Combines portfolio management, orders, compliance and post-trade operations
  • Supports accounting, performance measurement and reporting workflows
  • Integrates with Bloomberg tools, APIs and third-party execution platforms

  Where it doesn't

  • Pricing requires contacting Bloomberg
  • Enterprise focus may not suit smaller investment teams
  • Specific coverage of private assets and tax-lot accounting is unclear

• CGI Wealth360 Portfolio Management — where it wins

  • Tax-aware trading recommendations with drift alerts and rebalancing
  • Compliance checks, searchable audit trails and exception cleanup
  • Digital onboarding, billing and goal-based performance reporting

  Where it doesn't

  • Pricing requires contacting CGI sales
  • Cloud deployment may not fit firms requiring on-premise systems
  • Integration details are limited to third-party solutions

• Bloomberg AIM9.3/10 · Pricing on request

  A broad portfolio and operations platform for enterprise investment managers.

  Contact BloombergFull verdict →
• CGI Wealth360 Portfolio Management9.0/10 · Pricing on request

  A cloud platform spanning trading, compliance, billing and investor servicing.

  Visit CGIFull verdict →