Foundersuite vs Investment Account Manager

Starting Price

$49.00/month

$89.00/one-time

Best For

entrepreneurs, startups, growth companies, SMBs, investors, startup accelerators, incubators, investment bankers

If you have the responsibility of overseeing and managing one or multiple portfolios, personal or professional use, you'll discover IAM offers many comprehensive features to improve investing results.

Rating


4.5 / 5
(90)
Read All Reviews
(0)

Ideal number of Users

1 - 99

1

Ease of Use


4.5 / 5

Customer Support


5 / 5

Features & Functionality


4.5 / 5

Value for Money


4.5 / 5

Product Features

  • close Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close Risk Management
  • close Accounting Management
  • check Benchmarking
  • check Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close Risk Management

Screenshots

View 5 screenshots 101433 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • close Live Online
  • check Webinars
  • check Documentation

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Foundersuite vs Investment Account Manager

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