Providing Essential Tools to Thousands of Satisfied Independent Investors.
"Investment Account Manager is terrific. You've saved me a ton of work with some very creaky spreadsheets!"
- Ted P.
"I am really pleased with my decision to move from Microsoft Money Plus to Investment Account Manager 2.0. The quality of information on my investments provides vastly improved visibility into my portfolio. It's the best of both worlds - quality analytics and a great price with superb support. The staff at QUANT IX could not have been more helpful as I converted almost 20 years of data to IAM."
- Ray A., CPA - Dallas TX
"The conversion from Captool to IAM worked well after I resolved my conversion issues and I have now moved 20 years of data to a working system! Glad to see Captool go - such an albatross! IAM operation is much smoother. Thanks for your help."
- Janet H
"IAM shows your complete financial details in seconds. The program allows one to generate numerous investment reports to monitor ones holdings. The ability to download transactions from selected brokerages and import from Quicken files is a big time-saver. What sold me on IAM is its low price and full 60 day trial period."
- Walt S
"I began investing in 1969. My records were kept on a spreadsheet I developed. Three months ago, I downloaded the trial version of Investment Account Manager. Wow! This was my first experience with a relational database manager crafted by people who really understand the records needed by investors. Everything is there. Being so complete, it takes some learning, but IAM support is outstanding. Looking back, I should have grown with the program over the last 20 years. Most of the details are automated, but where it is not automatic, provisions are included to satisfy any accountant."
- E. Chiampi
"Thank you for an excellent portfolio tool. Investment Account Manager is a fabulous product."
- K. Kotlarchyk
"I just wanted to send a quick year-end note on Investment Account Manager. I am starting my third year using the product and it has helped me tremendously. When I was evaluating various products I did not see anything that could rival its features and price. Two years of use have confirmed this in my mind. It allows me to measure my returns across multiple time periods and keeps me from biasing my decisions based on one or two "winners" or "losers". The few times I have needed tech support I have spoken directly to someone that guided me through the fix very quickly and all my upgrades have been seamless. I look forward to using the product in 2009. Thanks again."
- E. Anderson, CFA
"I demoed a prior version of Investment Account Manager in the past, and never felt that it outshined Quicken enough to justify buying it. With the release of IAM version 2 and the many improvements, I finally made the jump to purchase the program. Thanks!"
- A. Cree
"I have been Using IAM since it first came out. Really like the ability to download transactions from Schwab. Have junked Quicken and all its problems. Great job with IAM - love it."
- J. Willis
"Thanks again for a great program and stellar tech support."
- J. Browney
"I do appreciate IAM and it does work with Vista. I must thank you. With assets at four places, it helps to have one place it comes together, particularly when deciding which stocks to buy or sell and at tax time."
- T. Loftus
"I have been using Investment Account Manager (IAM) to track all my securities that I purchase on monthly basis. I find the interface very clean and data entry is extremely simple. The software is inexpensive and I do not believe there is anything like it on the market. I highly recommended it."
- C. Changoor
"I love this program."
- K. W. Shropshire
"Just wanted to say how much I believe this program is helping me with all the various aspects of investing. You guys put together a great program! I would also like to say that your customer service easily rates five plus stars. Can't tell you how impressive your helpful and timely responses have been in helping me understand and enjoy your products."
- W. Harmon
"This is the best portfolio management software I have seen."
- James Y.
"What I have seen in v2.0 is FANTASTIC!!! ... a great set of upgrades and I don't think I've scratched the surface yet! I really am impressed with the changes."
- M. Eckman
"Using IAM 2.0, I can pull together in one place information on several diverse portfolios and get the allocation, performance, and tax data I need. All with more accuracy and far less manipulation than before! In all, software that does what you want, the way you want."
- E. Dey
"Investment Account Manager is terrific. You've saved me a ton of work with some very creaky spreadsheets!"
- Ted P.
"I am really pleased with my decision to move from Microsoft Money Plus to Investment Account Manager 2.0. The quality of information on my investments provides vastly improved visibility into my portfolio. It's the best of both worlds - quality analytics and a great price with superb support. The staff at QUANT IX could not have been more helpful as I converted almost 20 years of data to IAM."
- Ray A., CPA - Dallas TX
"The conversion from Captool to IAM worked well after I resolved my conversion issues and I have now moved 20 years of data to a working system! Glad to see Captool go - such an albatross! IAM operation is much smoother. Thanks for your help."
- Janet H
"IAM shows your complete financial details in seconds. The program allows one to generate numerous investment reports to monitor ones holdings. The ability to download transactions from selected brokerages and import from Quicken files is a big time-saver. What sold me on IAM is its low price and full 60 day trial period."
- Walt S
"I began investing in 1969. My records were kept on a spreadsheet I developed. Three months ago, I downloaded the trial version of Investment Account Manager. Wow! This was my first experience with a relational database manager crafted by people who really understand the records needed by investors. Everything is there. Being so complete, it takes some learning, but IAM support is outstanding. Looking back, I should have grown with the program over the last 20 years. Most of the details are automated, but where it is not automatic, provisions are included to satisfy any accountant."
- E. Chiampi
"Thank you for an excellent portfolio tool. Investment Account Manager is a fabulous product."
- K. Kotlarchyk
"I just wanted to send a quick year-end note on Investment Account Manager. I am starting my third year using the product and it has helped me tremendously. When I was evaluating various products I did not see anything that could rival its features and price. Two years of use have confirmed this in my mind. It allows me to measure my returns across multiple time periods and keeps me from biasing my decisions based on one or two "winners" or "losers". The few times I have needed tech support I have spoken directly to someone that guided me through the fix very quickly and all my upgrades have been seamless. I look forward to using the product in 2009. Thanks again."
- E. Anderson, CFA
"I demoed a prior version of Investment Account Manager in the past, and never felt that it outshined Quicken enough to justify buying it. With the release of IAM version 2 and the many improvements, I finally made the jump to purchase the program. Thanks!"
- A. Cree
"I have been Using IAM since it first came out. Really like the ability to download transactions from Schwab. Have junked Quicken and all its problems. Great job with IAM - love it."
- J. Willis
"Thanks again for a great program and stellar tech support."
- J. Browney
"I do appreciate IAM and it does work with Vista. I must thank you. With assets at four places, it helps to have one place it comes together, particularly when deciding which stocks to buy or sell and at tax time."
- T. Loftus
"I have been using Investment Account Manager (IAM) to track all my securities that I purchase on monthly basis. I find the interface very clean and data entry is extremely simple. The software is inexpensive and I do not believe there is anything like it on the market. I highly recommended it."
- C. Changoor
"I love this program."
- K. W. Shropshire
"Just wanted to say how much I believe this program is helping me with all the various aspects of investing. You guys put together a great program! I would also like to say that your customer service easily rates five plus stars. Can't tell you how impressive your helpful and timely responses have been in helping me understand and enjoy your products."
- W. Harmon
"This is the best portfolio management software I have seen."
- James Y.
"What I have seen in v2.0 is FANTASTIC!!! ... a great set of upgrades and I don't think I've scratched the surface yet! I really am impressed with the changes."
- M. Eckman
"Using IAM 2.0, I can pull together in one place information on several diverse portfolios and get the allocation, performance, and tax data I need. All with more accuracy and far less manipulation than before! In all, software that does what you want, the way you want."
- E. Dey
