File size: 102 MB
IAM provides extensive investment tracking and portfolio management tools. If you have the responsibility of overseeing and managing one or several portfolios, you'll discover many comprehensive features that save time, help you to avoid mistakes, while leading to better portfolio management decisions.
Features
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, StockMarketEye, Excel
Create Historical Pricing Databases
Backup / Restore
Comprehensive Help System
Screen :
What's New
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