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Investment Account Manager Overview

Investment Account Manager is a sophisticated investment management software designed to help financial professionals manage client portfolios effectively. This platform provides comprehensive tools for tracking investments, analyzing performance, and generating reports seamlessly. With its user-friendly interface, users can easily monitor asset allocation, assess risk levels, and manage transactions in real time. Investment Account Manager features robust analytics capabilities that provide insights into market trends, portfolio performance, and investment strategies, enabling users to make informed decisions. The software also includes customizable reporting options, allowing financial advisors to generate client reports that align with their needs. By leveraging Investment Account Manager, financial professionals can enhance their portfolio management processes, improve client communication, and ultimately drive investment success. This software is essential for any investment firm looking to optimize its management practices.

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Investment Account Manager Screenshot & Video

Contact Details

  • Vendor Name QUANT IX SOFTWARE
  • Founded 1980
  • Location United States

Support

  • Chat Chat

Training

  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Investment Management

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Investment Account Manager Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

Investment Account Manager Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Basic

$99 Per Feature

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Investment Account Manager FAQs

Investment Account Manager is a sophisticated investment management software designed to help financial professionals manage client portfolios effectively. This platform provides comprehensive tools for tracking investments, analyzing performance, and generating reports seamlessly. With its user-friendly interface, users can easily monitor asset allocation, assess risk levels, and manage transactions in real time. Investment Account Manager features robust analytics capabilities that provide insights into market trends, portfolio performance, and investment strategies, enabling users to make informed decisions. The software also includes customizable reporting options, allowing financial advisors to generate client reports that align with their needs. By leveraging Investment Account Manager, financial professionals can enhance their portfolio management processes, improve client communication, and ultimately drive investment success. This software is essential for any investment firm looking to optimize its management practices.

  • No, Investment Account Manager does not offer a free version.

  • Yes, Investment Account Manager offers a free trial.

  • No, Credit Card details are not required for the Investment Account Manager trial.

  • Investment Account Manager offers the following pricing plans & packages:

    Basic

    $99 Per Feature

  • Investment Account Manager supports the following payment frequencies:

    • One-Time Payment

  • No, Investment Account Manager does not offer an API.

  • Investment Account Manager offers support with the following options:
    • Chat

  • Investment Account Manager offers training with the following options:
    • Webinar , Documentation

  • Investment Account Manager supports the following languages:
    • English

  • Following are the typical users of the Investment Account Manager:
    • Self-Employed , Small-Business , Midsize-Business