Welcome to the corporate home page for QUANT IX SOFTWARE, Inc.  Founded in 1985, QUANT IX SOFTWARE develops investment record keeping and portfolio management software for investors. 

Learn more about QUANT IX here

Investment Account Manager

Investment Account Manager 2.0
Investment Account Manager 2.0 offers investors the tools needed to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. Designed by an award winning, experienced team (since 1985), Investment Account Manager (IAM) is nationally recognized as a totally comprehensive, yet intuitively designed, desktop based portfolio management software solution.

Notable features:

  • Manage single or multiple portfolios.
  • Analyze asset allocation and diversification.
  • Optimize tax decision making and preparation.
  • Create detailed reports summarizing investment holdings.
  • Utilize fundamental ratio analysis tools.

Learn more and download a free 30 day trial version

The Willms Group

The Willms Group
The Willms Group, a division of QUANT IX SOFTWARE, Inc., is a State of Wisconsin licensed and fee only registered investment advisory firm. Our experience as investment advisors, and as developers of globally utilized investment management software programs, provides us with the unique skills to help investors understand what they own, and what actions are needed to reach long-term goals.

Our services include:

  • Investment Record Keeping: our record keeping service will get you organized, helping you to understand what you own, while leading you to better investment decisions.
  • Investment Advisory: our advisory service will help you to build portfolios that match your risk tolerance, while focusing on your long-term investment goals.
  • Portfolio Management: our active portfolio management service will take over the day-to-day management of your investment portfolio. This service provides portfolio design, construction, and implementation based on your investment goals and risk tolerance.

Learn more here

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11518 N. Port Washington Road, Suite 102
Mequon, WI 53092

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