Important Notice BetterInvesting™ Portfolio Manager Users
QUANT IX SOFTWARE has developed a replacement product for the BetterInvesting Portfolio Manager (formerly Portfolio Record Keeper). The Investment Account Manager has been available to non-BI members since 2005, and offers all of the same features you have come to rely upon. Most importantly, all of your current portfolio(s) data is fully compatible with Investment Account Manager, and can be easily converted into the IAM demo with a simple menu choice. Additionally, all remaining product support for your existing Portfolio Manager program will be appended to the 1 year of technical support that is provided with Investment Account Manager.
All users can continue to use their current version of BetterInvesting Portfolio Manager. We will continue to provide technical support to users with active support subscriptions. However, no additional maintenance releases or updates are planned for BetterInvesting Portfolio Manager.
To download and convert Portfolio Manager data:
If installing to a different computer than where your copy of Portfolio Manager is currently installed:
To Order:
NOTE: You will need the 10 digit User ID number which is generated while the trial is installed. It can be found in the IAM opening window by clicking on the Software Activation Key button.
Go to our store
If you have any questions, please call QUANT IX SOFTWARE directly 800-247-6354. You can also call us to order the activation key for IAM if you prefer to not order online.
We hope to keep you as one of our many valued customers. Thank you for your past support.
Regards,
Matthew and Peter Willms
QUANT IX SOFTWARE, Inc.
QUANT IX SOFTWARE has developed a replacement product for the BetterInvesting Portfolio Manager (formerly Portfolio Record Keeper). The Investment Account Manager has been available to non-BI members since 2005, and offers all of the same features you have come to rely upon. Most importantly, all of your current portfolio(s) data is fully compatible with Investment Account Manager, and can be easily converted into the IAM demo with a simple menu choice. Additionally, all remaining product support for your existing Portfolio Manager program will be appended to the 1 year of technical support that is provided with Investment Account Manager.
All users can continue to use their current version of BetterInvesting Portfolio Manager. We will continue to provide technical support to users with active support subscriptions. However, no additional maintenance releases or updates are planned for BetterInvesting Portfolio Manager.
To download and convert Portfolio Manager data:
- Download and install the Investment Account Manager demo by saving the file to your computer.
- Start the IAM program and select File Menu | convert Portfolio Manager Data choice.
- When complete, all your current data will be converted into IAM for immediate use.
If installing to a different computer than where your copy of Portfolio Manager is currently installed:
- Download and install the Investment Account Manager demo by saving the file to your computer.
- Start the IAM program and select File Menu | Restore Data (using a backup made with Portfolio Manager).
- After restoring from your backup, all your data should be converted into IAM for immediate use.
To Order:
NOTE: You will need the 10 digit User ID number which is generated while the trial is installed. It can be found in the IAM opening window by clicking on the Software Activation Key button.
Go to our store
- Select purchase the Activation Code to Investment Account Manager.
- Click Add to Cart.
- Click Checkout.
- Create a New Customer Account if you have not purchased from our store before. Verify your customer delivery information. Then select Continue.
- In the Payment Information step, review your customer information, and select payment method.
- Then select Continue.
- Enter necessary credit card payment information and required 10 digit IAM trial version serial number
- Then Confirm Order.
- After your order has been confirmed (within 24 hrs.) you will be emailed the software activation code for your new copy of IAM.
If you have any questions, please call QUANT IX SOFTWARE directly 800-247-6354. You can also call us to order the activation key for IAM if you prefer to not order online.
We hope to keep you as one of our many valued customers. Thank you for your past support.
Regards,
Matthew and Peter Willms
QUANT IX SOFTWARE, Inc.
