Investment Account Manager
📍 United States HQFounded 1980
Deployment
WindowsMac
Best for
SmallMedium
Overview
About Investment Account Manager
Investment Account Manager offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. With a large array of tools, IAM provides a centralized portfolio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash & more.
At a glance
Software information
Industries served, licensing and the support Investment Account Manager provides.
Industries
- Investment-management
Licensing
- Open Source
- Quote Based
Support
- Phone
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
Languages (1)
English
Capabilities
Investment Account Manager features
The full feature set, grouped by module.
Stock Portfolio Management Software
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Investment Management Software
- Accounting Management
- Asset Management
- Fund Management
- Investment Tracking
- Performance Metrics
- Portfolio Management
- Reporting
Plans
Investment Account Manager pricing
Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)
Media
Screenshots & video
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