"I've used your program for many years and you've always been great in responding to any problems I've encountered. Thanks for providing such an excellent product for individual investors!"
"Investment Account Manager is an incredibly easy way to track your investments, dividend income and cost basis for tax planning. A very intuitive tool."
"I've found IAM to be one of the best tools for managing accounts held at different brokers. IAM allows me to work with different accounts without having to switch between broker accounts, saving me a lot of time."