IAM INDIVIDUAL FEATURES

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"IAM has been extremely helpful to me in personally managing stock and fund portfolios over the past 10-15 years. It has made tax preparation easy and helped with asset allocation. I've found it valuable enough to purchase copies for my son and son-in-law."

IAM provides extensive investment tracking and portfolio management tools. If you have the responsibility of overseeing and managing one or several portfolios, you'll discover many comprehensive features that save time, help you to avoid mistakes, while leading to better portfolio management decisions.

PRODUCT FEATURE HIGHLIGHTS

Getting Started

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