IAM3 Professional Support Renewal – 1 Year
IAM Professional support renewal. Includes 1 year of technical support, access to online product updates, QuoteMedia™ data subscription for two personal computers per single user license.
Investment Account Manager has developed this software with a professional audience in mind. Have access to multiple accounts for managing your portfolios including family offices, independent investments advisors, sophisticated individual investors, small accounting and law firms, and foundations.
Features
- Access to manage multiple accounts
- Centralized, Secure, Desk-Top Based Portfolio Management
- Comprehensive Transaction Accounting
- Detailed, Informative and Customizable Reporting
- Accurate Tax Tracking Tools with Security Lot Assignment
- Multiple Portfolio Management and Reporting / Batch Reporting
- Portfolio Allocation and Rebalancing Analysis
- Performance Reports vs Custom / Multiple Benchmarks: Monthly, Quarterly, Annually
- Fund Composition Analysis by Asset Type, Stock Sector and Size
- Fundamental Ratio Analysis
- Automatic Financial Institution Downloads
- Automatic Security Price Updating
- Price Alerts to Monitor Holdings
- Security Cross-Referencing
- Import from Quicken, Captools, Excel
- Create Historical Pricing Databases
- Backup / Restore
- Comprehensive Help System
- Free 60 Day Demo Including Free Technical Support
$199.00