SINCE 1985
With rave reviews from professionals & multiple awards, Investment Account Manager has been satisfying the needs of individual investors since 1985. Our customers choose IAM because of it's reliable investment management capabilities, giving you the ability to secure your financial future.


Financial Peace of Mind

Award Winning

Industry Professional Reviewed

Unified Account Management

Variety of Investment Capabilities

Acclaimed Customer Support

Safe, Centralized & Secure
"This is the best portfolio management program I have used it my 30+ years of investing. I would recommend IAM to anyone with a portfolio of any size."
"Investment Account Manager is the best software that I have found for maintaining cost basis records for my stock portfolios."
"Investment Account Manager is by far the best portfolio management software I've found. Data input and maintenance is easy relative to the capabilities provided. The reports are well thought out. Technical support is outstanding."


Our software is based around the idea that your information is your own. We don't have access or download it. Your information is stored safely and securely on your home computer.


IAM enables a centralized portfilio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash and more.


IAM gives you the comfort of securing your financial future. Using our program will give you the financial peace of mind you've always wanted.