Invest Smarter, Not Harder: Professional Asset Management Tool
Reduce routine tasks, minimize risks, and increase portfolio returns through automation.
Why Is Asset Management Still Taking Hours of Your Time?
Manual Data Updates
Hours spent manually updating data from 10+ brokerage accounts, resulting in lost productivity.
Tax Reporting Errors
Human errors in tax reports lead to costly mistakes and potential compliance issues.
Client Transparency
Clients demand transparency, but you're still spending valuable time creating Excel reports.
Modern technology can solve these challenges in minutes, not hours.
Invest Like a Professional — Even If You're a Beginner
Investment Account Manager (IAM) is a platform for automating portfolio management, tax planning, and analytics. No complex software or overpayments.
Automatic Portfolio Rebalancing
Maintain your ideal asset allocation with automated rebalancing tools that optimize for tax efficiency.
Broker Integration
Seamless integration with major brokers including Fidelity, Schwab, and TD Ameritrade for real-time data.
Comprehensive Reporting
Generate SEC, IRS, and client reports in just 15 minutes, saving hours of manual work each month.
Bank-Level Security
Your financial data is protected with enterprise-grade encryption and security protocols.
3 Steps to a Perfect Portfolio
Data Upload
Connect your brokerage accounts — IAM automatically aggregates data across platforms.
Analysis & Optimization
The platform calculates risks, dividends, and tax implications for optimal portfolio allocation.
Reporting
Download ready-to-use reports or share them directly with clients with just a click.
30 Years of Expertise at Your Disposal
Professionals Using IAM
Rating on Trustpilot
Consulting Company Success
A large consulting firm reduced report generation time by 70% after implementing IAM, allowing advisors to focus on client relationships instead of paperwork.
Individual Investor Growth
An investor managing $2M in assets increased portfolio returns by 12% in one year by optimizing tax efficiency and rebalancing with IAM's automated tools.
Ready to See How IAM Will Transform Your Investment Approach?
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