IAM is an all-in-one pack for investment enthusiasts. The fact that I have a complete feature set to address all of my concerns regarding my investments in different portfolios, be it for exchange-traded funds, stocks, bonds, options, or mutual funds, is invaluable. I mainly use it to manage my Mutual Funds & Stocks Portfolios, to calculate margins, returns, percentages, tax, etc. It provides complete features. I also manage my family members' portfolios with it. Review collected by and hosted on G2.com.

The service charges are very expensive, for that reason, I have switched to other investment software managers like Zerodha's Kite & Groww. Review collected by and hosted on G2.com.