Description

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

Additional Information