Fund Manager vs Investment Account Manager

Starting Price

$99.00/one-time/user

$89.00/one-time

Best For

Individual investors all the way up to investment advisors

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

(0)

(0)

Ideal number of Users

1 - 9

1

Ease of Use

Customer Support

Features & Functionality

Value for Money

Product Features

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

Capterra screenshot placeholder
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

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

share Share Your Comparison of Investment Account Manager vs Fund Manager

Fund Manager vs Investment Account Manager

Share

share Share Your Comparison of Investment Account Manager vs Fund Manager