Bloomberg AIM vs DealCloud

Bloomberg AIM7.9Visit DealCloud7.9Visit

Bloomberg AIM #5 in Investment Banking Software 7.9/10 Pricing on request ✓ 0 of 2 features Contact Bloomberg

vs

DealCloud #8 in Investment Banking Software 7.9/10 Pricing on request ✓ 0 of 2 features Visit DealCloud

• Bloomberg AIM fits best

  Enterprise buy-side firms managing complex portfolios

• DealCloud fits best

  Investment banks needing deal and relationship CRM

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Side by side

Feature	Bloomberg AIM 7.9/10 Visit ↗	DealCloud 7.9/10 Visit ↗
At a glance
Editor score	7.9	7.9
Ranking	#5 in Investment Banking Software	#8 in Investment Banking Software
Best for	Enterprise buy-side firms managing complex portfolios	Investment banks needing deal and relationship CRM
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, Mobile
Platforms	Web	Web, iOS, Android
Support	Phone, Docs	Email, Phone
Integrations	5 integrations	2 integrations
Built for	Enterprise	Mid-market, Enterprise
Features Bloomberg AIM 0/2 · DealCloud 0/2
Pitchbook builder	Not checked yet	Not checked yet
Diligence data room	Not checked yet	Not checked yet
Specs
Valuation model depth	Not checked yet	Not checked yet
Market data access	Not checked yet	Not checked yet
Users on entry plan	Not checked yet	Not checked yet
API access level	Not checked yet	Not checked yet
Deployment options	Not checked yet	Cloud
Our review
Pros	Connects portfolio management with order and execution workflows Covers pre-trade, post-execution and end-of-day compliance Supports accounting, performance measurement and reconciliation	Relationship maps connect deal sourcing with relationship intelligence. Configurable workflows automate approvals, alerts, tasks, and notifications. Compliance controls, audit trails, Outlook sync, and mobile apps support daily work.
Cons	Pricing requires contacting Bloomberg Enterprise focus may not suit smaller investment teams Investment management focus is narrower than banking workflows	Standard pricing is not published; prospects must schedule a demo. Integrations center on Microsoft 365, Outlook, and third-party market data. Broad configuration can require implementation planning across teams and workflows.
Our verdict	Bloomberg AIM is a hosted investment management and order management platform for buy-side firms, including asset managers, hedge funds, insurers, pension funds and government agencies. It supports multi-asset portfolio management,… Read the review →	DealCloud is an AI-powered deal and relationship intelligence platform from Intapp for professional and financial services firms. Investment banks can use it to manage relationships, source deals, track pipelines, coordinate business… Read the review →

Strengths and trade-offs

• Bloomberg AIM — where it wins

  • Connects portfolio management with order and execution workflows
  • Covers pre-trade, post-execution and end-of-day compliance
  • Supports accounting, performance measurement and reconciliation

  Where it doesn't

  • Pricing requires contacting Bloomberg
  • Enterprise focus may not suit smaller investment teams
  • Investment management focus is narrower than banking workflows

• DealCloud — where it wins

  • Relationship maps connect deal sourcing with relationship intelligence.
  • Configurable workflows automate approvals, alerts, tasks, and notifications.
  • Compliance controls, audit trails, Outlook sync, and mobile apps support daily work.

  Where it doesn't

  • Standard pricing is not published; prospects must schedule a demo.
  • Integrations center on Microsoft 365, Outlook, and third-party market data.
  • Broad configuration can require implementation planning across teams and workflows.

• Bloomberg AIM7.9/10 · Pricing on request

  A broad buy-side platform for portfolio, trading, compliance and post-trade operations.

  Contact BloombergFull verdict →
• DealCloud7.9/10 · Pricing on request

  A configurable CRM for investment banking deals, relationships, compliance, and reporting.

  Visit DealCloudFull verdict →