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Investment Account Manager

Create, manage, and update portfolio information.
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Organize the data related to your financial business. Work with asset types such as money market fund, spin-offs and mergers, return of capital, mutual funds, tax-exempt bonds, capital gain distribution, security allocation, and asset maturity schedule. Generate reports.

Pros

  • Quick data organizing
  • Detailed statistics and automated calculations
  • Import from XLS or CSV

Cons

  • Requires manual checking for correct end numbers
  • Developed by QUANT IX Software
  • File name: iam3_ind_demo_setup.exe (86.9 MB)
  • Latest version: 3.2.1
  • License: Shareware
  • Updated: May 27, 2020
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