Individual
Investment Account Manager
Manage Single or Multiple Portfolios
Accurately Track Security Cost Basis
Comprehensive Reporting and Graphing Tools
Asset Allocation and Rebalancing
Benchmark Comparisons:
Monthly, Quarterly, Annually
QuoteMedia Data Feed
Ability to Download Investment Activity from Popular Financial Institutions
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Support
Comprehensive Support
Investment Account Manager provides award-winning, free technical support to answer any questions while using the 60 day trial version, as well as free unlimited technical support with IAM software activation.
SUPPORT