![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management")
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Verified User in Investment Management

Small-Business (50 or fewer emp.)

3/12/2024

"IAM Investment Software"

5/5

What do you like best about Investment Account Manager?

IAM is a all in one pack for Investment enthusiasts, the fact that I have a complete feature to address all of my concerns reagarding my investment in different portfolio be it for exchange traded funds,stocks,bonds,options or mutual funds. I mainly used it to manage my Mutual Funds & Stocks Portfolios.

to calculate margins, returens , percentage , tax etc. it provide complete features.

I used to mange my family members portfolios as well Review collected by and hosted on G2.com.

What do you dislike about Investment Account Manager?

the service charge are very expensive, for that reasons , I have switched to other investment software manager Zerodha's Kite & Groww Review collected by and hosted on G2.com.

What problems is Investment Account Manager solving and how is that benefiting you?

I mainly used it to manage my Stock & Mutual Funds Portfolio, recently I have swithced to Zerodha's kite & Groww for my Mutual Funds & Stock portfolio. Review collected by and hosted on G2.com.

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Rating Updated (1/2/2026)
Validated ReviewerIncentivizedSource: G2 invite

See what 3 reviewers think of Investment Account Manager

5.0 out of 5 · Verified reviews from real users

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