IAM Tour
Designed by professional money managers, and used by investors Worldwide in related forms since 1985, the Investment Account Manager's (IAM) purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM to be a comprehensive and intuitive portfolio management software tool. If you have the responsibility of overseeing and managing one or several portfolios, you'll discover many comprehensive features that save time, help you to avoid mistakes, all the while leading to better portfolio management decisions.
Users of Investment Account Manager become well-organized investors, empowered to make more educated portfolio management decisions, such as: measuring the true performance of investments, rebalancing investment holdings to meet targeted allocation goals, identifying more efficient tax planning decisions, and a collective understanding of all investment portfolios owned. The various links below illustrate some of the portfolio management tools provided by Investment Account Manager.
Start Tour
Designed by professional money managers, and used by investors Worldwide in related forms since 1985, the Investment Account Manager's (IAM) purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM to be a comprehensive and intuitive portfolio management software tool. If you have the responsibility of overseeing and managing one or several portfolios, you'll discover many comprehensive features that save time, help you to avoid mistakes, all the while leading to better portfolio management decisions.
Users of Investment Account Manager become well-organized investors, empowered to make more educated portfolio management decisions, such as: measuring the true performance of investments, rebalancing investment holdings to meet targeted allocation goals, identifying more efficient tax planning decisions, and a collective understanding of all investment portfolios owned. The various links below illustrate some of the portfolio management tools provided by Investment Account Manager.
- Manage single or multiple portfolios
- Analyze asset allocation and diversification
- Optimize tax decision making and preparation
- Create detailed reports summarizing investment holdings
- Utilize fundamental ratio analysis tools
- Interact with other software tools
- Easy setup and program activation
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