IAM PROFESSIONAL FEATURES

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"I have been using Investment Account Manager Professional for several years and couldn't be more satisfied with the experience. The product is very stable, intuitive and offers everything needed to track, analyze and maintain investment portfolios. Reports are concise, information is easily accessible and no situation seems to have been overlooked. On those infrequent times when I encounter a problem or have a question, the support staff has been wonderful in providing very timely follow ups and very concise diagnostic assistance. I couldn't be more pleased with the product." — Steve

Investment Account Manager Professional has been developed with a professional audience in mind, including family offices, independent investment advisors, sophisticated investors, accounting firms, law firms, and foundations to provide a comprehensive, desktop-based portfolio management software solution.

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