Providing Essential Tools to Thousands of Satisfied Independent Investors.
"After trying the demo version of IAM on several portfolios for the last 3 weeks, I am going to buy it. I found the program easy to learn and friendly. The reports are clear and easy to use/understand but yet powerful. When I had questions, technical support answered the phone and gave me a clear answer. When I had a difficult issue, they immediately put me in-touch with the developer and the issue was resolved in a day. It is good to know that some firms still strive for customer satisfaction and reach that goal. I would recommend this software." - Ron S.
"Thanks for all your help and for such a wonderful program. Certainly you can use my comments on your website. A program, and support, that works as well as yours does is rare. People need to know about it." - Jim S.
"I have to say I really think your support is outstanding. Thanks for responding so quickly, and, even on a Sunday. IAM is a great product." - Roy M.
"IAM has worked well. Kept track of portfolio positions and kept me out of trouble with tax authorities. What more does one need?" - Luke S.
"I first bought your system some 20 years ago. Congratulations on your continued success." - Jeff W.
"IAM is a fabulous program. You can't imagine how often I go to it for information." - Henry A.
"IAM is great. It's exactly what I was looking for. Thanks for a great product." - Gerard K.
"I still love your software and use it daily. Thanks for a great program." - Barbara S.
"Thanks for creating such an excellent and enduring product. I'm a complete fan and, if I last that long, want to be able to continue tracking investment transactions with your product for another 20+ years." - Penny H.
"For many years I have used Portfolio Record Keeper and now Investment Account Manager. It has been a tremendous one stop resource for all my transactions, especially helpful at tax time, and kept me focused on returns and Portfolio allocation." - Martha P.
"I am a longtime user of your investment software program. It is a very useful bit of software, and saves me tons of time at tax time each year. Thanks for the great support over the years, keep this good thing going. Regards." - Michael K.
"FANTASTIC PROGRAM!! I just downloaded the Fidelity December statements; cleaned up all family accounts, imported fidelity transactions, and my year-end stuff is COMPLETE, and ACCURATE!! FANTASTIC!!" - Nick S.
"I have used this program to consolidate and maintain all my investment data since it was offered through the Better Investing organization....and would be lost without it." - Hugh B.
"Love the Program. I think I have been using it for 15 years and maybe 20." - Robert T.
"I've used your software since you had the old DOS 1.0 version with NAIC. I use it to record every transaction in my portfolios. Then I monitor my overall asset allocation closely. The addition of asset allocation reports was one of your best upgrades to the program. Thanks for the help." - Dale H.
"This is my favorite software." - Doug L.
"I've used this software since bout 2004 and I find it to be the best out there for what I need. I really think your software is great." - Diane M.
"Thanks for your always prompt answers! When I'm working on my investment accounts and get stuck, to have to wait a couple of days for an answer would be frustrating and anxiety producing. You've been there with prompt answers so I can keep moving ahead. Your turn-around time answering questions is a model for all other companies. Keep up the fantastic work!" - Joan L.
"I have used your product for many years and it's the great user support that keeps me coming back." - Ron S.
"December 2010 was a major financial milestone as our portfolio cracked $1,000,000 and my wife and I near retirement. We have been using QUANT IX software continuously since 1997, originally to keep up with 4 DRIP investments (McDonalds, Coke, Hope Depot and G.E.). We now use Investment Account Manager to manage in excess of 50 holdings including stocks, mutual funds, REIT's, closed end funds, etf's, limited partnerships, puts, calls, and leaps totaling $1,014,008. IAM handles all transactions perfectly. IAM was a major contributor to our success:
Thank you for creating, enhancing and maintaining a great product." - Larry P.
"You have developed a truly great product that has helped me immensely with my investments and the understanding of my specific portfolio performance / characteristics."
- J. Lewis
"Investment Account Manager is terrific. You've saved me a ton of work with some very creaky spreadsheets!"
- Ted P.
"I am really pleased with my decision to move from Microsoft Money Plus to Investment Account Manager 2.0. The quality of information on my investments provides vastly improved visibility into my portfolio. It's the best of both worlds - quality analytics and a great price with superb support. The staff at QUANT IX could not have been more helpful as I converted almost 20 years of data to IAM."
- Ray A., CPA - Dallas TX
"The conversion from Captool to IAM worked well after I resolved my conversion issues and I have now moved 20 years of data to a working system! Glad to see Captool go - such an albatross! IAM operation is much smoother. Thanks for your help."
- Janet H
"IAM shows your complete financial details in seconds. The program allows one to generate numerous investment reports to monitor ones holdings. The ability to download transactions from selected brokerages and import from Quicken files is a big time-saver. What sold me on IAM is its low price and full 60 day trial period."
- Walt S
"I began investing in 1969. My records were kept on a spreadsheet I developed. Three months ago, I downloaded the trial version of Investment Account Manager. Wow! This was my first experience with a relational database manager crafted by people who really understand the records needed by investors. Everything is there. Being so complete, it takes some learning, but IAM support is outstanding. Looking back, I should have grown with the program over the last 20 years. Most of the details are automated, but where it is not automatic, provisions are included to satisfy any accountant."
- E. Chiampi
"Thank you for an excellent portfolio tool. Investment Account Manager is a fabulous product."
- K. Kotlarchyk
"I just wanted to send a quick year-end note on Investment Account Manager. I am starting my third year using the product and it has helped me tremendously. When I was evaluating various products I did not see anything that could rival its features and price. Two years of use have confirmed this in my mind. It allows me to measure my returns across multiple time periods and keeps me from biasing my decisions based on one or two "winners" or "losers". The few times I have needed tech support I have spoken directly to someone that guided me through the fix very quickly and all my upgrades have been seamless. I look forward to using the product in 2009. Thanks again."
- E. Anderson, CFA
"I demoed a prior version of Investment Account Manager in the past, and never felt that it outshined Quicken enough to justify buying it. With the release of IAM version 2 and the many improvements, I finally made the jump to purchase the program. Thanks!"
- A. Cree
"I have been Using IAM since it first came out. Really like the ability to download transactions from Schwab. Have junked Quicken and all its problems. Great job with IAM - love it."
- J. Willis
"Thanks again for a great program and stellar tech support."
- J. Browney
"I do appreciate IAM and it does work with Vista. I must thank you. With assets at four places, it helps to have one place it comes together, particularly when deciding which stocks to buy or sell and at tax time."
- T. Loftus
"I have been using Investment Account Manager (IAM) to track all my securities that I purchase on monthly basis. I find the interface very clean and data entry is extremely simple. The software is inexpensive and I do not believe there is anything like it on the market. I highly recommended it."
- C. Changoor
"I love this program."
- K. W. Shropshire
"Just wanted to say how much I believe this program is helping me with all the various aspects of investing. You guys put together a great program! I would also 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 products."
- W. Harmon
"This is the best portfolio management software I have seen."
- James Y.
"What I have seen in v2.0 is FANTASTIC!!! ... a great set of upgrades and I don't think I've scratched the surface yet! I really am impressed with the changes."
- M. Eckman
"Using IAM 2.0, I can pull together in one place information on several diverse portfolios and get the allocation, performance, and tax data I need. All with more accuracy and far less manipulation than before! In all, software that does what you want, the way you want."
- E. Dey
"After trying the demo version of IAM on several portfolios for the last 3 weeks, I am going to buy it. I found the program easy to learn and friendly. The reports are clear and easy to use/understand but yet powerful. When I had questions, technical support answered the phone and gave me a clear answer. When I had a difficult issue, they immediately put me in-touch with the developer and the issue was resolved in a day. It is good to know that some firms still strive for customer satisfaction and reach that goal. I would recommend this software." - Ron S.
"Thanks for all your help and for such a wonderful program. Certainly you can use my comments on your website. A program, and support, that works as well as yours does is rare. People need to know about it." - Jim S.
"I have to say I really think your support is outstanding. Thanks for responding so quickly, and, even on a Sunday. IAM is a great product." - Roy M.
"IAM has worked well. Kept track of portfolio positions and kept me out of trouble with tax authorities. What more does one need?" - Luke S.
"I first bought your system some 20 years ago. Congratulations on your continued success." - Jeff W.
"IAM is a fabulous program. You can't imagine how often I go to it for information." - Henry A.
"IAM is great. It's exactly what I was looking for. Thanks for a great product." - Gerard K.
"I still love your software and use it daily. Thanks for a great program." - Barbara S.
"Thanks for creating such an excellent and enduring product. I'm a complete fan and, if I last that long, want to be able to continue tracking investment transactions with your product for another 20+ years." - Penny H.
"For many years I have used Portfolio Record Keeper and now Investment Account Manager. It has been a tremendous one stop resource for all my transactions, especially helpful at tax time, and kept me focused on returns and Portfolio allocation." - Martha P.
"I am a longtime user of your investment software program. It is a very useful bit of software, and saves me tons of time at tax time each year. Thanks for the great support over the years, keep this good thing going. Regards." - Michael K.
"FANTASTIC PROGRAM!! I just downloaded the Fidelity December statements; cleaned up all family accounts, imported fidelity transactions, and my year-end stuff is COMPLETE, and ACCURATE!! FANTASTIC!!" - Nick S.
"I have used this program to consolidate and maintain all my investment data since it was offered through the Better Investing organization....and would be lost without it." - Hugh B.
"Love the Program. I think I have been using it for 15 years and maybe 20." - Robert T.
"I've used your software since you had the old DOS 1.0 version with NAIC. I use it to record every transaction in my portfolios. Then I monitor my overall asset allocation closely. The addition of asset allocation reports was one of your best upgrades to the program. Thanks for the help." - Dale H.
"This is my favorite software." - Doug L.
"I've used this software since bout 2004 and I find it to be the best out there for what I need. I really think your software is great." - Diane M.
"Thanks for your always prompt answers! When I'm working on my investment accounts and get stuck, to have to wait a couple of days for an answer would be frustrating and anxiety producing. You've been there with prompt answers so I can keep moving ahead. Your turn-around time answering questions is a model for all other companies. Keep up the fantastic work!" - Joan L.
"I have used your product for many years and it's the great user support that keeps me coming back." - Ron S.
"December 2010 was a major financial milestone as our portfolio cracked $1,000,000 and my wife and I near retirement. We have been using QUANT IX software continuously since 1997, originally to keep up with 4 DRIP investments (McDonalds, Coke, Hope Depot and G.E.). We now use Investment Account Manager to manage in excess of 50 holdings including stocks, mutual funds, REIT's, closed end funds, etf's, limited partnerships, puts, calls, and leaps totaling $1,014,008. IAM handles all transactions perfectly. IAM was a major contributor to our success:
- The analytical tools and analysis enabled us to manage a growing portfolio effectively.
- The ability to download transactions seamlessly makes IAM efficient to use.
- The year end reports make tax preparation simple. As I am a former CPA, I do my own taxes and know that these reports are exactly what accountants would need.
- Technical support is phenomenal (no "outsourcing"). The developers / owners of the company provide prompt excellent support.
Thank you for creating, enhancing and maintaining a great product." - Larry P.
"You have developed a truly great product that has helped me immensely with my investments and the understanding of my specific portfolio performance / characteristics."
- J. Lewis
"Investment Account Manager is terrific. You've saved me a ton of work with some very creaky spreadsheets!"
- Ted P.
"I am really pleased with my decision to move from Microsoft Money Plus to Investment Account Manager 2.0. The quality of information on my investments provides vastly improved visibility into my portfolio. It's the best of both worlds - quality analytics and a great price with superb support. The staff at QUANT IX could not have been more helpful as I converted almost 20 years of data to IAM."
- Ray A., CPA - Dallas TX
"The conversion from Captool to IAM worked well after I resolved my conversion issues and I have now moved 20 years of data to a working system! Glad to see Captool go - such an albatross! IAM operation is much smoother. Thanks for your help."
- Janet H
"IAM shows your complete financial details in seconds. The program allows one to generate numerous investment reports to monitor ones holdings. The ability to download transactions from selected brokerages and import from Quicken files is a big time-saver. What sold me on IAM is its low price and full 60 day trial period."
- Walt S
"I began investing in 1969. My records were kept on a spreadsheet I developed. Three months ago, I downloaded the trial version of Investment Account Manager. Wow! This was my first experience with a relational database manager crafted by people who really understand the records needed by investors. Everything is there. Being so complete, it takes some learning, but IAM support is outstanding. Looking back, I should have grown with the program over the last 20 years. Most of the details are automated, but where it is not automatic, provisions are included to satisfy any accountant."
- E. Chiampi
"Thank you for an excellent portfolio tool. Investment Account Manager is a fabulous product."
- K. Kotlarchyk
"I just wanted to send a quick year-end note on Investment Account Manager. I am starting my third year using the product and it has helped me tremendously. When I was evaluating various products I did not see anything that could rival its features and price. Two years of use have confirmed this in my mind. It allows me to measure my returns across multiple time periods and keeps me from biasing my decisions based on one or two "winners" or "losers". The few times I have needed tech support I have spoken directly to someone that guided me through the fix very quickly and all my upgrades have been seamless. I look forward to using the product in 2009. Thanks again."
- E. Anderson, CFA
"I demoed a prior version of Investment Account Manager in the past, and never felt that it outshined Quicken enough to justify buying it. With the release of IAM version 2 and the many improvements, I finally made the jump to purchase the program. Thanks!"
- A. Cree
"I have been Using IAM since it first came out. Really like the ability to download transactions from Schwab. Have junked Quicken and all its problems. Great job with IAM - love it."
- J. Willis
"Thanks again for a great program and stellar tech support."
- J. Browney
"I do appreciate IAM and it does work with Vista. I must thank you. With assets at four places, it helps to have one place it comes together, particularly when deciding which stocks to buy or sell and at tax time."
- T. Loftus
"I have been using Investment Account Manager (IAM) to track all my securities that I purchase on monthly basis. I find the interface very clean and data entry is extremely simple. The software is inexpensive and I do not believe there is anything like it on the market. I highly recommended it."
- C. Changoor
"I love this program."
- K. W. Shropshire
"Just wanted to say how much I believe this program is helping me with all the various aspects of investing. You guys put together a great program! I would also 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 products."
- W. Harmon
"This is the best portfolio management software I have seen."
- James Y.
"What I have seen in v2.0 is FANTASTIC!!! ... a great set of upgrades and I don't think I've scratched the surface yet! I really am impressed with the changes."
- M. Eckman
"Using IAM 2.0, I can pull together in one place information on several diverse portfolios and get the allocation, performance, and tax data I need. All with more accuracy and far less manipulation than before! In all, software that does what you want, the way you want."
- E. Dey
