The Software Solution for Investing

Since 1985, Investment Account Manager offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. Start a free trial today!

SOFTPEDIA 100% CLEAN
NO SPYWARE. NO ADWARE. NO VIRUSES.
Certified by www.softpedia.com
AAII Perfect Score Performance
Perfect Score Documentation
Perfect Score Ease of Use
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Recommended By Our Clients

"This is the best portfolio management program. I have used it for 30+ years of investing. I would recommend IAM to anyone with a portfolio of any size."

- Ken D.

IAM3 Individual User Survey Results

UNIFIED ACCOUNT MANAGEMENT

Safe. Centralized. Secure. With a large array of tools, IAM provides a centralized portfolio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash & more.

CONTROL YOUR FUTURE

Organize. Implement. Review. Succeed. Comprehensive portfolio management to improve investing results.

30+ YEARS OF SATISFIED USERS

With 30+ years of satisfied users, we continue to provide essential tools to thousands of independent investors with Investment Account Manager & Investment Account Manager Pro.
See IAM3 Individual User Survey Results
IAM, YOUR TRUSTED PARTNER IN SECURING YOUR FINANCIAL FUTURE.
DISCOVER MORE

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

QuoteMedia Fundamental Data Feed

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...

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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SUPPORT

COMPREHENSIVE SUPPORT
Investment Account Manager provides award-winning, free technical support to answer any questions while using the 60 day trial version, as well as one year of free unlimited technical support with IAM software activation.

SUPPORT

FREQUENTLY ASKED QUESTIONS
TD Ameritrade Institutional QuoteMedia ManifestInvesting AAII 7Twelve