INDIVIDUAL
Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use portfolio management software tool.
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PROFESSIONAL
Investment Account Manager Professional has been developed with a professional audience in mind, including family offices, independent investment advisors, small accounting and law firms, and foundations. Designed by an award winning, experienced team, Investment Account Manager Professional offers a comprehensive asset management solution to better manage client portfolios.
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