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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Effortlessly manage your investments and execute trades with the support of Schwab. You can trade a variety of financial instruments such as stocks, options, bonds, mutual funds, and ETFs. By utilizing Schwab's website and mobile app, you can easily oversee your account anytime, anywhere. Access a suite of online tools designed to help you screen and assess investments and create a tailored financial plan. You can reach out to our financial experts whenever you need assistance, and you can also find local support at a nearby branch. Our trading platforms, whether web-based or mobile, are crafted to facilitate an excellent trading experience. Whether you're looking to sharpen your trading expertise or explore something new, you can tap into a community of professionals who are equally enthusiastic about trading. With just a touch, face ID, or a saved passcode, you can quickly check your portfolio balance, including assets held outside of Schwab, as well as your holdings and statements. Depositing checks into your eligible Schwab Bank or brokerage accounts is a breeze—simply snap a few pictures. Quickly view your positions and effortlessly trade various assets like stocks, ETFs, mutual funds, and options while enjoying the convenience of modern technology.

Description

Our software is founded on the principle that your data belongs solely to you, and we do not access or download it. Your information remains securely saved on your personal computer. IAM offers a unified platform for managing various financial assets, including stocks, exchange-traded funds, options, bonds, mutual funds, cash, and additional investment types. With IAM, you can confidently work towards securing your financial future. Utilizing our program grants you the financial tranquility you have always sought, allowing you to focus on your goals without worry. This commitment to your privacy and security sets IAM apart in the financial management landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CFO Silvia
Clockwork
Financial Tech Wiz Trading Journal
Moneytree
Motileo
Nitrogen
Obol
PinkLion
ProTracker Advantage
ProTracker RMD
Provisian
R0Y
SmartOffice
StreetSmart Edge
Taiki
The Dividend Tracker
TradersPost
TradingDiary Pro
Utluna
Wealth.com

Integrations

CFO Silvia
Clockwork
Financial Tech Wiz Trading Journal
Moneytree
Motileo
Nitrogen
Obol
PinkLion
ProTracker Advantage
ProTracker RMD
Provisian
R0Y
SmartOffice
StreetSmart Edge
Taiki
The Dividend Tracker
TradersPost
TradingDiary Pro
Utluna
Wealth.com

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$89 one-time payment
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Charles Schwab

Founded

1973

Country

United States

Website

www.schwab.com/brokerage

Vendor Details

Company Name

QUANT IX SOFTWARE

Founded

1980

Country

United States

Website

www.quantixsoftware.com

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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Alternatives

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