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We have officially released Investment Account Manager v4.0…

We have officially released Investment Account Manager v4.0.

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:

• • Select to install the IAM4_Ind_Demo_setup.exe download file.
  • Open IAMv4 and complete the initial setup screen.
  • Explore the interface and features using the included sample demo data.

When ready to migrate your existing data:

• • Select File Menu → Convert IAM3 Individual to IAM4 Individual.
  • Verify or edit your IAMv3 default directory.
  • Follow all on‑screen instructions carefully

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:

• • Appraisal
  • Securities Sold
  • Income Received
  • Security Basis
  • Asset Allocation
  • Any others you rely on regularly

If you encounter issues, please provide detailed descriptions, steps to reproduce, and screenshots.

• • Email: techsupport@investmentaccountmanager.com

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.