---
description: Compare Investment Account Manager vs Active Trader Pro. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Investment Account Manager vs Active Trader Pro Comparison - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Investment Account Manager \<span\>vs\</span\> Active Trader Pro](https://www.capterra.ca/compare/135008/210415/investment-account-manager/vs/active-trader-pro)

# Compare Investment Account Manager vs Active Trader Pro

Canonical: https://www.capterra.ca/compare/135008/210415/investment-account-manager/vs/active-trader-pro

> Detailed comparison between Investment Account Manager and Active Trader Pro. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Investment Account Manager | Active Trader Pro |
| **Overall rating** | 3.0/5 | 3.2/5 |
| **Total Reviews** | 2 | 13 |
| **Starting Price** | US$99.00 | - |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | Yes |
| **Deployment** | Windows (Desktop) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Chat | Email/Help Desk, FAQs/Forum |
| **Training Software** | Webinars, Documentation | - |

## Best for

### Investment Account Manager

If you have the responsibility of overseeing and managing one or multiple portfolios, personal or professional use, you'll discover IAM offers many comprehensive features to improve investing results.

### Active Trader Pro

Designed for individual investors, employers, advisors, institutions, charitable donors, innovators, and more to manage portfolios, track market updates, and analyze the stock prices.

## Key features

### Investment Account Manager

- Benchmarking
- Bonds/Stocks
- For Investment Advisors
- For Investors & Traders
- Fund Management
- Investments Tracking
- Performance Metrics
- Portfolio Accounting
- Portfolio Management
- Portfolio Rebalancing
- Tax Management Software

### Active Trader Pro

- For Investment Advisors
- For Traders
- Monitoring
- Portfolio Accounting
- Portfolio Management
- Portfolio Rebalancing
- Risk Management Software
- Visual Analytics

## Links

- [View Investment Account Manager Profile](https://www.capterra.ca/software/135008/investment-account-manager)
- [View Active Trader Pro Profile](https://www.capterra.ca/software/210415/active-trader-pro)
- [View Original Comparison](https://www.capterra.ca/compare/135008/210415/investment-account-manager/vs/active-trader-pro)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Investment Account Manager vs Active Trader Pro Comparison - Capterra Canada 2026","description":"Compare Investment Account Manager vs Active Trader Pro. Learn more about each of the software’s price, features, and helpful software reviews for Canadian business users.","url":"https://www.capterra.ca/compare/135008/210415/investment-account-manager/vs/active-trader-pro","about":[{"@id":"https://www.capterra.ca/software/135008/investment-account-manager#software"},{"@id":"https://www.capterra.ca/software/210415/active-trader-pro#software"}],"breadcrumb":{"@id":"https://www.capterra.ca/compare/135008/210415/investment-account-manager/vs/active-trader-pro#breadcrumblist"},"@id":"https://www.capterra.ca/compare/135008/210415/investment-account-manager/vs/active-trader-pro#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.capterra.ca/#website"},"inLanguage":"en-CA","publisher":{"@id":"https://www.capterra.ca/#organization"}},{"name":"Investment Account Manager","description":"Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find IAM Individual offers a comprehensive set of features - yet is an easy to learn and use desktop-based portfolio management software tool.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/34fa9f2f-af10-4a2d-b1e9-89610d1ff69d.png","url":"https://www.capterra.ca/software/135008/investment-account-manager","@id":"https://www.capterra.ca/software/135008/investment-account-manager#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":3.0,"bestRating":5,"ratingCount":2},"offers":{"price":"99","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Windows"},{"name":"Active Trader Pro","description":"Stock portfolio management tool that helps traders monitor active investments via real-time alerts, risk tracking, analytics, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/2a2643f7-d822-465f-8bda-a7ebf00710e5.png","url":"https://www.capterra.ca/software/210415/active-trader-pro","@id":"https://www.capterra.ca/software/210415/active-trader-pro#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":3.2,"bestRating":5,"ratingCount":13},"operatingSystem":"Cloud, Apple, Windows, Windows on premise, Linux on premise, Android, Platform ios, Platform ipad"},{"@id":"https://www.capterra.ca/compare/135008/210415/investment-account-manager/vs/active-trader-pro#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/20010/investment-management/software","@type":"ListItem"},{"name":"Investment Account Manager vs Active Trader Pro","position":3,"item":"https://www.capterra.ca/compare/135008/210415/investment-account-manager/vs/active-trader-pro","@type":"ListItem"}]}]}
</script>