Professional Features List

Investment Account Manager Professional has been developed with a professional audience in mind, including family offices, independent investment advisors, small accounting and law firms, and foundations. It is based on our award winning Investment Account Manager, which offers tools for individual investors to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. Designed by an award winning, experienced team (since 1985), Investment Account Manager Pro offers a reasonably priced, streamlined software tool, providing a comprehensive asset management solution. Introductory Pricing: $895 program activation: includes QuoteMedia basic data feed, user's manual, 1 year product support. Annual renewal fee: $595.

Notable features:

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