Tech riderRev. 24 Sept 2026
Investment Account Manager
- 1Costspaid from $159/mo
- 2Performance reportingYes
- 3Tax-lot trackingYes
3 lines stated Written from the maker's own pages: investmentaccountmanager.com
Overview
Investment Account Manager is ranked #78 of 81 in portfolio management software on Specifiction, made by Investment Account Manager (Mequon, Wisconsin, United States). There is no free plan. Paid plans start at $159/mo.
Investment Account Manager plans and pricing
All plansIAM4 Individual New Activation $159/mo Includes one year of technical support and access to online product updates. Up to 2 computers per licensed user investmentaccountmanager.com · 24 Sept 2026
Compared on portfolio management software
- Free plan
- Noinvestmentaccountmanager.com
- Performance reporting
- Yesinvestmentaccountmanager.com
- Tax-lot tracking
- Yesinvestmentaccountmanager.com
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Where it ranks on Specifiction
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Sources
- investmentaccountmanager.com/products/product/iam4-individual-new-ac· checked 24 Sept 2026