INDIVIDUAL
INVESTMENT ACCOUNT MANAGER
Manage Single or Multiple Portfolios
Accurately Track Security Cost Basis
Comprehensive Reporting and Graphing Tools
Asset Allocation and Rebalancing
Rebalance Portfolio Targets Showing Absolute and Relative Divergence
Benchmark Comparisons:
Monthly, Quarterly, Annually
Utilize Fundamental Ratio Analysis Tools
Ability to Download Investment Activity from Popular Financial Institutions
See IAM3 Individual User Survey Results
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PROFESSIONAL
INVESTMENT ACCOUNT MANAGER PRO
All Individual Features, Plus...
QuoteMedia Fundamental Data Feed
Custom Model Portfolios
Target Allocations on Individual Asset Level
Auto-Create Client Portfolios to Model Allocations
Blended Benchmark Portfolios by Percentages
Import Client Custodial Files
Additional Reporting: Client Billing, Contributions/Withdrawals, Asset Level Allocations, more...
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