Investment Account Manager vs MProfit Advisor

Best For

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.

Not provided by vendor

Target Customer Size (Users)

1

Not provided by vendor

Pricing

Starting Price

$89.00/one-time

Not provided by vendor

Free Trial

Yes Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • 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
  • 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

Screenshots

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Ratings

Overall

(0) (0)

Ease of Use

Customer Service

Features & Functionality

Value for Money

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • close In Person
  • close Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

share Share Your Comparison of MProfit Advisor vs Investment Account Manager


Investment Account Manager vs MProfit Advisor

MProfit Advisor

by MProfit Software

Best For

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.

Not provided by vendor

Target Customer Size (Users)

1

Not provided by vendor

Pricing

Starting Price

$89.00/one-time

Not provided by vendor

Free Trial

Yes Not provided by vendor

Free Version

No Not provided by vendor

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • 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
  • 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

Ratings

Overall

(0) (0)

Ease of Use

Customer Service

Features & Functionality

Value for Money

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • close In Person
  • close Live Online
  • check Webinars
  • check Documentation
Not provided by vendor

Share Your Comparison of MProfit Advisor vs Investment Account Manager