Dolibarr vs Investment Account Manager

Starting Price

Not provided by vendor

$89.00/one-time

Best For

Thanks to its modularity (several hundred of business modules), Dolibarr meets the needs of any type of business of any size.

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
(80)
Read All Reviews
(0)

Ideal number of Users

1 - 999

1

Ease of Use


4.3 / 5


  • "The main feature of Dolibarr ERP CRM is its ease of use. It is easy to install, easy to use and easy to develop."

  • "I choosed to use and provide to my customers Dolibarr ERP CRM because it is an easy to use solution that can fits all companies profiles."



Customer Support


3.6 / 5




Features & Functionality


4.2 / 5


  • "Ease of use and the simplicity of enabling various modules. Also, the availability of various modules and support in different countries."

  • "Is is easy to use and intuitive in its functionnality."



Value for Money


4.7 / 5




Product Features

  • check Billing & Invoicing
  • check Client Management
  • check Data Warehousing
  • close For Investment Advisors
  • close For Traders
  • check Order Management
  • close Portfolio Accounting
  • close Portfolio Rebalancing
  • close Risk Management
  • close Tax Management
  • close Technical Analysis
  • close Wash Sale Detection
  • close Billing & Invoicing
  • close Client Management
  • close Data Warehousing
  • close For Investment Advisors
  • close For Traders
  • close Order Management
  • check Portfolio Accounting
  • close Portfolio Rebalancing
  • close Risk Management
  • close Tax Management
  • close Technical Analysis
  • close Wash Sale Detection

Screenshots

View 5 screenshots 191087 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

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

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Dolibarr vs Investment Account Manager

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