IAM3 Professional Support Renewal – 1 Year

IAM3 Professional Support Renewal – 1 Year

IAM Professional support renewal. Includes 1 year of technical support, access to online product updates, QuoteMedia™ data subscription for two personal computers per single user license.

Investment Account Manager has developed this software with a professional audience in mind. Have access to multiple accounts for managing your portfolios including family offices, independent investments advisors, sophisticated individual investors, small accounting and law firms, and foundations.


  • Access to manage multiple accounts
  • Centralized, Secure, Desk-Top Based Portfolio Management
  • Comprehensive Transaction Accounting
  • Detailed, Informative and Customizable Reporting
  • Accurate Tax Tracking Tools with Security Lot Assignment
  • Multiple Portfolio Management and Reporting / Batch Reporting
  • Portfolio Allocation and Rebalancing Analysis
  • Performance Reports vs Custom / Multiple Benchmarks: Monthly, Quarterly, Annually
  • Fund Composition Analysis by Asset Type, Stock Sector and Size
  • Fundamental Ratio Analysis
  • Automatic Financial Institution Downloads
  • Automatic Security Price Updating
  • Price Alerts to Monitor Holdings
  • Security Cross-Referencing
  • Import from Quicken, Captools, Excel
  • Create Historical Pricing Databases
  • Backup / Restore
  • Comprehensive Help System
  • Free 60 Day Demo Including Free Technical Support


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