Founded in 1985, QUANT IX SOFTWARE, Inc. develops investment record keeping and portfolio management software for investors. In addition to software development, QUANT IX SOFTWARE also offers investment advisory and portfolio management services to residents of the State of Wisconsin through their subsidiary, The Willms Group.
Investment Account Manager 2.0 offers investors the tools needed to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. Designed by an award winning, experienced team (since 1985), Investment Account Manager (IAM) is nationally recognized as a totally comprehensive, yet intuitively designed, desktop based portfolio management software solution.
