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.
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
Monthly, Quarterly, Annually
Utilize Fundamental Ratio Analysis Tools
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
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.
USER FORUM: HOW-TO’S, TIPS & DISCUSSIONS
FREQUENTLY ASKED QUESTIONS