Frontrunner in the Financial Market Data Industry. QuoteMedia's diversity of technical expertise, its agile responsiveness to custom corporate requirements, and its proven commitment to superior delivery technologies have established This company as a frontrunner in the financial market data industry. Subscribers to the QuoteMedia data feed for Investment Account Manager can globally update all stocks, funds and ETF's in the IAM asset library. This function is particularly helpful at month end, so that with just a few simple clicks, your investments reflect updated fundamental and descriptive data.


The American Association of Individual Investors

The American Association of Individual Investors is a nonprofit organization that arms individual investors with the education and tools they need to build wealth. From stock investing to financial planning and retirement funding, AAII covers all your needs. If you subscribe to AAII's Stock Investor Pro software from AAII, you'll be able to utilize the SSG data files found on your SI Pro disk for updating common stocks for descriptive information for stocks as they are added to and managed within Investment Account Manager.


Manifest Investing

The mission of Manifest Investing is to dramatically simplify the world of investing and to transform the experience of individual investors into something less mysterious, less stressful and more successful.

Manifest Investing

TD Ameritrade Institutional's Veo® Platform

TD Ameritrade Institutional's Veo platform is a powerful account management and trading platform, designed specifically for advisors--based on feedback from advisors. With ample core functionality and the ability to access leading third-party applications through Veo Open Access®, Veo gives you the flexibility and control to run your business your way. With the ability to automate and streamline labor-intensive tasks, Veo may help you reduce costs while increasing productivity. Information on using TD Ameritrade Institutional with Investment Account Manager Pro can be found here.

TD Ameritrade Institutional


7Twelve is a multi-asset balanced portfolio developed by Craig L. Israelsen, Ph.D. in 2008. Unlike a traditional two-asset 60/40 balanced fund, the 7Twelve balanced strategy utilizes multiple asset classes to enhance performance and reduce risk.