AIM is a
comprehensive Case Management and Work-Flow Tracking system. 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