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Investment Account Manager

THE SOFTWARE SOLUTION FOR INVESTING

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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.
Enfusion Ltd. LLC
1980
United States
  • Investment-management
1 Industry
  • English
1 Language

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Windows
  • Mac

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Investment Account Manager Core Features

Stock Portfolio Management

  • Client Management
  • Data Warehousing
  • Multi-Currency Support
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Tax Management
  • Technical Analysis
  • Watchlists

Investment Management

  • Accounting Management
  • Asset Management
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting

Investment Account Manager Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based
Vendor pricing page

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