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.
- 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