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Investment Account Manager

  1. Mequon
  2. Washington Accounting

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Investment Account Manager

About

Investment Account Manager offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds and more.

Description

Founded in 1985, QUANT IX SOFTWARE, Inc. develops investment record keeping and portfolio management software for investors. In addition to software development, QUANT IX SOFTWARE also offers investment advisory and portfolio management services to residents of the State of Wisconsin through their subsidiary, The Willms Group.

Investment Account Manager offers the tools you need 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 (IAM) offers a totally comprehensive, yet intuitively designed, desktop based portfolio management software solution.

Products

Investment Account Manager Individual; Investment Account Manager Professional

Address: 11518 N Port Washington Rd, Mequon 53092
Phone: (262) 241-3990
Email: moc.reganamtnuoccatnemtsevni@troppushcet
State: WI
City: Mequon
Street Number: 11518 N Port Washington Rd
Zip Code: 53092
categories: local service



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