Investment Account Manager v3 Individual is able to import existing portfolio data from other software tools.  These include:

Captools Investment Software
Intuit Quicken
Financial Institutions

Please refer to the specific help topics provided within IAMv3 Individual for discussions on these import options.  Or post your question here and the developers will answer in a timely fashion.
« Last Edit: February 15, 2017, 12:23:26 PM by Matt Willms »