Fund Manager vs Investment Account Manager

Best For

Who Uses This Software?

Not provided by vendor

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.

Target Customer Size (Users)

Not provided by vendor

1

Pricing

Starting Price

Not provided by vendor

$89.00/one-time

Free Trial

No Yes

Free Version

Not provided by vendor No

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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Capterra screenshot placeholder

Ratings

Overall

(0) (0)

Ease of Use

Customer Service

Features & Functionality

Value for Money

Training & Support

Support

Not provided by vendor
  • 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

Fund Manager

by Beiley Software

Best For

Who Uses This Software?

Not provided by vendor

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.

Target Customer Size (Users)

Not provided by vendor

1

Pricing

Starting Price

Not provided by vendor

$89.00/one-time

Free Trial

No Yes

Free Version

Not provided by vendor No

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

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

Training

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

Share Your Comparison of Investment Account Manager vs Fund Manager