Investment Account Manager
THE SOFTWARE SOLUTION FOR INVESTING
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.
1980
United States
- Investment-management
- English
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Windows
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Mac
Support
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Email
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Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
Media
Investment Account Manager Core Features
Focus of Stock Portfolio Management Feature
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
- Watchlists
Investment Account Manager Pricing
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
Investment Account Manager Reviews
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