Audience
Companies looking for an Investment Management platform
About Investment Account Manager
Our software is based around the idea that your information is your own. We don't have access or download it. Your information is stored safely and securely on your home computer. IAM enables a centralized portfilio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash and more. IAM gives you the comfort of securing your financial future. Using our program will give you the financial peace of mind you've always wanted.
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Investment management software should be able to handle a multitude of investments, including stocks, mutual funds, and more. We break down all the things you should look for when picking an investment management software that’s right for you. SYNDi Investment Ledger manages the purchase and sale of stocks, bonds, short-term notes, fixed deposits and other financial instruments in an investment portfolio. In situations where you maintain investment history in the general ledger a G/L account is set up typically for each security and is often extended to the partner level through sub-accounts for tracking purposes. The result is the chart of accounts soars to an unmanageable level. SYNDi Investment Ledger solves the problem by maintaining individual transactions while passing a simple journal entry to General Ledger. With SYNDi Investment Ledger you may set up just one or two asset accounts for investments and maintain all history within the sub-ledger.
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AlternativeSoft
AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds.
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We offer a large solution for anything related to funds.
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FamilyWealthGuru
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Pricing
Starting Price:
$89 one-time payment
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
QUANT IX SOFTWARE
Founded: 1980
United States
www.quantixsoftware.com
Videos and Screen Captures
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Product Details
Platforms Supported
Windows
Training
Documentation
Webinars
Support
Phone Support
Online
Investment Account Manager Frequently Asked Questions
Investment Account Manager Product Features
Investment Management
Benchmarking
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Accounting Management
Client Management
Commodities
Payroll & Commissions
Risk Management
