Investment Account Manager v3 Individual - An Introduction
« on: February 15, 2017, 12:42:52 PM »
Are you lacking investment confidence or feeling indecisive when it comes to investing? Do you understand the importance of diversifying your investment risks? Are your investment decisions overly influenced by others?

 A "one-size-fits-all" approach to portfolio management does not work. Your goals, risk tolerance, and expectations are different from other investors. So whether you take your investment management into your own hands, or utilize the help of professionals, Investment Account Manager will help you make better decisions tailored to:

Track your cost basis history
Identify your investment objectives
Recognize your risks
Organize to meet your goals
Rebalance your portfolios
Analyze performance

Users of Investment Account Manager v3 Individual 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.  A free 30 day trial version of IAMv3 is available: