We have officially released Investment Account Manager v4.0 in its current form so customers can begin using it immediately.
This initial release allows you to:
Please note: Performance reporting is not yet included in this initial release. These reports are actively in development and will be added in an upcoming update. We chose to release Version 4.0 now to avoid further delays and to allow users to begin transitioning their data and workflows.
IAMv4 represents the culmination of nearly five years of dedicated development. It features a fully reengineered platform built with modern programming languages, a familiar yet refreshed interface, and numerous enhancements designed to improve workflow efficiency and long‑term usability.
To begin using Investment Account Manager v4, follow these steps:
1. Download the new Investment Account Manager 4 Individual Demo available on our web site.
2. Installation:
When ready to migrate your existing data:
Important: Converting your data does not affect your ability to continue using IAMv3. We recommend shadow‑entry in IAMv3 for several months.
If you have an active IAMv3 technical support policy, IAMv4 will automatically activate as a full version, carrying over your remaining support term.
3. After Conversion we recommend comparing key reports between IAMv3 and IAMv4, including:
If you encounter issues, please provide detailed descriptions, steps to reproduce, and screenshots.
Thank you for your patience and feedback throughout this process. We are confident IAMv4 will meet – and exceed – your expectations.
If you have questions about upgrading or migrating your data, our support team is ready to assist.
Sincerely,
Matt and Peter Willms
Founders, QUANT IX SOFTWARE, Inc.