Investment Account Manager
6.4#55 in portfolio management software$159 one-timeWindows
VisitInvestment Account Manager vs Snowball Analytics
Snowball Analytics
8.6#4 in portfolio management softwareFrom $79.99 a yearFree planAndroidiOSWeb
VisitWhat both publish
| Fact | Investment Account Manager | Snowball Analytics |
|---|---|---|
| Founded | 1985 | 2021 |
| Free plan | No | Yes |
| Headquarters | Mequon, Wisconsin, United States | Lyon, France |
| Performance reporting | Yes | Yes |
| Portfolio analysis | It offers allocation and rebalancing analysis, fund composition analysis, and performance comparisons against benchmarks. | The service offers benchmarking, risk-adjusted returns, diversification, and rebalancing tools. |
| Purpose | Investment Account Manager is desktop portfolio management software for tracking investments and managing one or more portfolios. | Snowball Analytics is a service for retail investors to plan and track investments, monitor dividend payouts, and make investment decisions. |
Investment Account Manager plans
- IAM4 Individual New Activation$159, paid once
Snowball Analytics plans
- FreeFree
- Investor$149.99 a year
- Expert$249.99 a year
- Starter$79.99 a year
Pick Investment Account Manager if…
You want what its maker publishes above — check its page for the details.
Pick Snowball Analytics if…
It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.