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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Portfolio Tracking:
Basil provides real-time data and analytics on users' investment portfolios. It offers a comprehensive dashboard that displays asset allocation, investment performance, and historical growth. Users can track stocks, bonds, mutual funds, ETFs, and other securities, all updated continuously with market data. Customizable alerts keep users informed of significant changes and opportunities in their portfolio.
Investment Research:
In addition to tracking features, Basil serves as a powerful research tool. It aggregates financial news, market data, and in-depth analysis, giving users access advanced statistics.
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Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023).
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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
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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
