Investment Account Manager IAM & Investment Account Manager Professional IAM PRO offer several outlets for added support including:
Use this condensed guide to quickly get started, while reviewing just a few of Investment Account Manager's general features.
Learn how to set up and use your Investment Account Management software with these easy to follow instructional videos.
Included are quick explanations of specific features and functions in IAM for individual users.
VISIT HOW TO
FREQUENTLY ASKED QUESTIONS
Visit the link below to view answers to some of our most common questions from current IAM Users & Professionals.