Easy Setup and Program Activation

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 - yet easy to learn and use - portfolio management software tool.

Investment Account Manager is provided with sample data to help you learn and begin using the program. Time spent reviewing this information will help you to quickly understand how Investment Account Manager is designed to operate, while learning how organized portfolio management and investment record keeping can act as an educational tool towards better investing decisions.

After installing Investment Account Manager and launching the program, users will be guided through six initial setup steps for quickly configuring IAM for their personal use.


To help users quickly learn and master the use of Investment Account Manager, IAM is provided with a detailed help online help system.


When you are ready to activate Investment Account Manager to the full version, you need to simply purchase the activation code online and register. The activation code will be sent to you via email within 24 hours.

Any existing data entered into the trial version is retained for continued use. Once activated, IAM includes 1 year of product support. Product support includes email support, voice support and access to downloadable program updates.