Investment Account Manager

Who Uses This Software?

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.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
  • Pricing Details
    $129 with optional QuoteMedia data feed.
  • Free Trial
  • Deployment
    Installed - Windows
  • Training
  • Support

Vendor Details

  • www.quantixsoftware.com
  • Founded 1980
  • United States

About Investment Account Manager

Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool.

Investment Account Manager Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection

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