TRUSTED PARTNERS

QuoteMedia™


Frontrunner in the Financial Market Data Industry. QuoteMedia's diversity of technical expertise, its agile responsiveness to custom corporate requirements, and its proven commitment to superior delivery technologies have established This company as a frontrunner in the financial market data industry. Subscribers to the QuoteMedia data feed for Investment Account Manager can globally update all stocks, funds and ETF's in the IAM asset library. This function is particularly helpful at month end, so that with just a few simple clicks, your investments reflect updated fundamental and descriptive data. Information on using QuoteMedia Data Subscription with Investment Account Manager can be found here.

QuoteMedia



The American Association of Individual Investors


The American Association of Individual Investors is a nonprofit organization that arms individual investors with the education and tools they need to build wealth. From stock investing to financial planning and retirement funding, AAII covers all your needs. If you subscribe to AAII's Stock Investor Pro software from AAII, you'll be able to utilize the SSG data files found on your SI Pro disk for updating common stocks for descriptive information for stocks as they are added to and managed within Investment Account Manager.

AAII



Manifest Investing


The mission of Manifest Investing is to dramatically simplify the world of investing and to transform the experience of individual investors into something less mysterious, less stressful and more successful.

Manifest Investing



Scottrade Advisor Services


Personalized service and powerful technology are hallmarks of Scottrade® Advisor Services, a division of Scottrade, Inc., providing comprehensive custodial services for Registered Investment Advisors. A fresh new custodial platform and advanced account management tools help create a productive environment for your business with a minimum of administrative headaches, while dedicated relationship teams provide the one-on-one support you need and deserve. Information on using Scottrade with Investment Account Manager Pro can be found here.

Scottrade



7Twelve


7Twelve is a multi-asset balanced portfolio developed by Craig L. Israelsen, Ph.D. in 2008. Unlike a traditional two-asset 60/40 balanced fund, the 7Twelve balanced strategy utilizes multiple asset classes to enhance performance and reduce risk.

7Twelve