New Investment Account Manager v3 Now Available
« on: November 11, 2016, 12:47:09 PM »
After an extensive period of developing and testing, we’re pleased to announce the release of Investment Account Manager v3 for individuals.  We’re confident you'll find the new IAM3 Individual version even more helpful in successfully managing your investment portfolio(s).  A few of the more notable improvements include:

• Re-designed IAM home page.
• New transaction activity ledger.
• Expanded allocation by asset types.
• Performance storing and comparison reporting.
• Portfolio grouping for reporting.
• Expanded list of supported financial institutions.
• Updated interface and look.
• New more comprehensive help system.
• Plus much more...

Our latest 30 day free trial version is available: