As of October 1st 2010, QUANT IX SOFTWARE has replaced the BetterInvesting™ Portfolio Manager with the Investment Account Manager (IAM). IAM offers investors the tools needed to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. Designed by an award winning, experienced team (since 1985), Investment Account Manager is nationally recognized as a totally comprehensive, yet intuitively designed, desktop based portfolio management software solution.

Notable features:

  • Manage single or multiple portfolios.
  • Analyze asset allocation and diversification.
  • Create detailed reports summarizing investment holdings.
  • Utilize fundamental ratio analysis tools.

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investment portfolio manager