To order the Investment Account Manager, first download our free demo.

Then call QUANT IX SOFTWARE, Inc. @ 800-247-6354 (m-f: 8am-4pm cst) to immediately activate the demo to an unlimited full version for just $129.  Full version activation includes 6 months of technical support and access to online product updates.

Sample Screen:  The Current Allocation Report identifies portfolio allocation percentages by asset class: bonds v. cash v. stocks.  Current allocations can be compared to target allocations to identify rebalancing needs.

User Quotes:
I would like to say that your customer service easily rates five plus stars. Can’t tell you how impressive your helpful and timely responses have been in helping me understand and enjoy your product.
– W. Harmon