Globe  with symbols of Dollar,  Euro, Pound,  and Yen

Account Management Service

Is for those who are wanting to invest in the Forex market but do not have enough time , experience or knowledge to trade by themselves, and so they can let the professional experts do all the hard work for them .

The account manager has a very good experience and knowledge about Forex trading, and he will spot profitable trading opportunities throughout the week, and execute trading orders on behalf of the investor.

UNIFIED ACCOUNT MANAGEMENT

Safe. Centralized. Secure. With a large array of tools, IAM provides a centralized portfolio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash & more.

CONTROL YOUR FUTURE

Organize. Implement. Review. Succeed. Comprehensive portfolio management to improve investing results.

30+ YEARS OF SATISFIED USERS

With 30+ years of satisfied users, we continue to provide essential tools to thousands of independent investors with Investment Account Manager & Investment Account Manager Pro.

YOUR TRUSTED PARTNER IN SECURING YOUR FINANCIAL FUTURE.

INDIVIDUAL
/month

Manage Single or Multiple Portfolios


Accurately Track Security Cost Basis


Comprehensive Reporting and Graphing Tools


Asset Allocation and Rebalancing


Rebalance Portfolio Targets Showing Absolute and Relative Divergence


Benchmark Comparisons:


Monthly, Quarterly, Annually


Utilize Fundamental Ratio Analysis Tools

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PROFESSIONAL
/month

All Individual Features, Plus


QuoteMedia Fundamental Data Feed


Custom Model Portfolios


Target Allocations on Individual Asset Level


Auto-Create Client Portfolios to Model Allocations


Blended Benchmark Portfolios by Percentages


Import Client Custodial Files


Additional Reporting: Client Billing, Contributions/Withdrawals, Asset Level Allocations, more

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SUPPORT
/month

KIT provides award-winning, free technical support to answer any questions while using the 90 day trial version, as well as one year of free unlimited technical support with KIT software activation.

SUPPORT


USER FORUM: HOW-TO’S, TIPS & DISCUSSIONS


FREQUENTLY ASKED QUESTIONS

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