AlternativeSoft vs Investment Account Manager

Starting Price

$12,000.00/year/user

$89.00/one-time

Best For

Fund Investors: Funds of funds, Pension Funds, Endowments & Foundations, Private Banks, OCIOs, RIAs, Family Offices, Consultants. Asset Managers: Hedge Fund Managers, Mutual Fund Managers

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


4.6 / 5
(13)
Read All Reviews
(0)

Ideal number of Users

1 - 99

1

Ease of Use


4.5 / 5

Customer Support


4.8 / 5

Features & Functionality


4.5 / 5

Value for Money


4.3 / 5

Product Features

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

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Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

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AlternativeSoft vs Investment Account Manager

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