---
description: Learn more about Investment Account Manager pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Investment Account Manager Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [Investment Account Manager](/software/135008/investment-account-manager)

# Investment Account Manager

Canonical: https://www.capterra.ca/software/135008/investment-account-manager

> Desktop based investment software for portfolio management.
> 
> Verdict: Rated **3.0/5** by 2 users. Top-rated for **Customer Support Software**.

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## Overview

### Who Uses 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.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **3.0/5** | 2 Reviews |
| Ease of Use | 3.0/5 | Based on overall reviews |
| Customer Support Software | 5.0/5 | Based on overall reviews |
| Value for Money | 3.0/5 | Based on overall reviews |
| Features | 3.0/5 | Based on overall reviews |
| Recommendation percentage | 30% | (3/10 Likelihood to recommend) |

## About the vendor

- **Company**: QUANT IX SOFTWARE
- **Founded**: 1980

## Commercial Context

- **Starting Price**: US$99.00
- **Pricing model**: Per Feature (Free Trial)
- **Pricing Details**: $99 software activation, 1 year free support and access to online updates.
- **Target Audience**: Self Employed
- **Deployment & Platforms**: Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Benchmarking
- Bonds/Stocks
- Investments Tracking
- Performance Metrics
- Portfolio Accounting
- Portfolio Management
- Portfolio Rebalancing

## Support Options

- Chat

## Category

- [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.ca/directory/20010/investment-management/software)
- [Stock Portfolio Management Software](https://www.capterra.ca/directory/31242/stock-portfolio-management/software)

## Alternatives

1. [Sharesight](https://www.capterra.ca/software/207519/sharesight) — 3.3/5 (3 reviews)
2. [Morningstar Direct](https://www.capterra.ca/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
3. [Trade Ideas](https://www.capterra.ca/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
4. [Aladdin](https://www.capterra.ca/software/1055902/aladdin) — 4.0/5 (1 reviews)
5. [HedgeGuard](https://www.capterra.ca/software/166999/hedgeguard) — 4.7/5 (9 reviews)

## Reviews

### "Setup is not working" — 1.0/5

> **Krišjānis** | *July 13, 2024* | Investment Management Software | Recommendation rating: 0.0/10
> 
> **Pros**: I can't tell because I didn't even get to try it (look at "Cons").
> 
> **Cons**: I installed the desktop application, started demo, but couldn't do anything.
> 
> I'm disappointed because it looked so promising.

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### "The company is an investment company and it is reliable" — 5.0/5

> **Douglas** | *March 28, 2023* | Investment Management Software | Recommendation rating: 5.0/10
> 
> **Pros**: It is very fast and easy to process and I love the opportunity
> 
> **Cons**: Their affiliate marketer are learned and have good approach
> 
> Good benefits

## Links

- [View on Capterra](https://www.capterra.ca/software/135008/investment-account-manager)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/135008/Investment-Account-Manager/> |
| en-AE | <https://www.capterra.ae/software/135008/investment-account-manager> |
| en-AU | <https://www.capterra.com.au/software/135008/investment-account-manager> |
| en-CA | <https://www.capterra.ca/software/135008/investment-account-manager> |
| en-GB | <https://www.capterra.co.uk/software/135008/investment-account-manager> |
| en-IE | <https://www.capterra.ie/software/135008/investment-account-manager> |
| en-IL | <https://www.capterra.co.il/software/135008/investment-account-manager> |
| en-IN | <https://www.capterra.in/software/135008/investment-account-manager> |
| en-NZ | <https://www.capterra.co.nz/software/135008/investment-account-manager> |
| en-SG | <https://www.capterra.com.sg/software/135008/investment-account-manager> |
| en-ZA | <https://www.capterra.co.za/software/135008/investment-account-manager> |

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