IAMv3 and QuoteMedia for Fund Composition Details
« on: February 15, 2017, 10:16:21 AM »
Investment Account Manager v3 now includes enhanced functionality for subscribers of the optional QuoteMedia data feed. 
 
The QuoteMedia data feed provides the ability to automatically populate the fund allocation analysis (breakdown by allocation percentages for asset type, sector and size compositions) for mutual funds and exchange traded funds. These allocation percentages are used in allocation reports to include the portfolio compositions of any funds (mutual funds and exchange traded funds) held in your portfolio when Investment Account Manager derives asset allocation percentages. This means each fund's proportional impact (amount invested in cash, bonds and stocks, by sector, by size) will be included along with any individual holdings of each asset type held outside of your funds, providing a total allocation analysis of your portfolio.
 
The QuoteMedia data feed can also populate for mutual funds and exchange traded funds the year to date, 1 year, 3 year, 5 year, and 10 year performance; turnover and expense ratio. These additional data points allow you to easily compare the performance and expenses of your current mutual funds and exchange traded funds, as well as for comparing alternative investment opportunities.   
 
If you're not yet subscribed to QuoteMedia, for a limited time you can add this data feed to your current IAMv3 technical support term for just $40.  To order, please call 800-247-6354.