List of Investment Account Manager Customers
Mequon, 53092, WI,
United States
Since 2010, our global team of researchers has been studying Investment Account Manager customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Investment Account Manager for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Investment Account Manager for Portfolio and Investment Management include: Manifest Investing, a United States based Banking and Financial Services organisation with 260 employees and revenues of $65.0 million, 7Twelve, a United States based Banking and Financial Services organisation with 160 employees and revenues of $40.0 million, American Association Of Individual Investors, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Investment Account Manager, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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7Twelve | Banking and Financial Services | 160 | $40M | United States | Investment Account Manager | Investment Account Manager | Portfolio and Investment Management | 2019 | n/a |
In 2019, 7Twelve was integrated into Investment Account Manager, embedding the 7Twelve portfolio model within the vendor's Portfolio and Investment Management capabilities in the United States. Investment Account Manager documents the inclusion on its partners listing, indicating the 7Twelve model is available as a benchmarking and allocation template inside the application. The integration targets advisory and portfolio construction workflows used by registered investment advisors and wealth management teams.
Functional implementation centers on portfolio modeling, benchmarking, and allocation templates, with inferred use of allocation and rebalancing workflows exposed through Investment Account Manager. The configuration likely includes model libraries and template provisioning so advisors can apply the 7Twelve allocation across client accounts and run periodic rebalancing. These capabilities align with Portfolio and Investment Management terminology such as portfolio composition, benchmark comparison, and automated rebalancing.
Operational coverage is described for the United States, and the presence on IAM product pages and the partners listing provides the traceable signal of integration. Governance appears to be centered on deploying the 7Twelve model as a managed template within Investment Account Manager, enabling standardized benchmarking and allocation across advisory practices. The recorded year is an estimated go-live and is presented as 2019.
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American Association Of Individual Investors | Banking and Financial Services | 10 | $1M | United States | Investment Account Manager | Investment Account Manager | Portfolio and Investment Management | 2019 | n/a |
In 2023, American Association Of Individual Investors included Investment Account Manager in its Portfolio and Investment Management software coverage. Investment Account Manager displays the AAII endorsement badge on its product site, indicating a recognized recommendation to AAII members in the United States.
Vendor materials and testimonials indicate Investment Account Manager is used for portfolio and investment management, tax reporting, and asset-allocation reporting by individual investors and financial advisors. Functional capabilities described or inferred align with Portfolio and Investment Management category workflows, including portfolio accounting, tax lot management and tax reporting, asset-allocation reporting, and performance analytics. The Investment Account Manager application is positioned to support position tracking, cost basis management, and client reporting workflows typical for retail investors and advisory practices.
Operational scope for this signal centers on AAII membership and individual investors and financial advisors in the United States, as reflected by the vendor display of the AAII endorsement on its product site and by vendor case examples and testimonials. The relationship is framed around member-facing product discovery and recommendation rather than a named enterprise deployment or partner-led rollout. Use cases emphasize investor and advisor reporting needs across holdings, allocations, and tax documentation.
Governance and operational controls associated with Investment Account Manager implementations emphasize configuration for tax reporting rules and asset-allocation parameters, aligning portfolio accounting settings with standardized reporting outputs for members and clients. Implementation narratives and vendor testimonials highlight integration of reporting workflows and portfolio-level controls to support advisor and individual investor workflows within the Portfolio and Investment Management context.
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Manifest Investing | Banking and Financial Services | 260 | $65M | United States | Investment Account Manager | Investment Account Manager | Portfolio and Investment Management | 2019 | n/a |
In 2019, Manifest Investing implemented Investment Account Manager to support portfolio analysis and investor-facing reporting in the United States. Investment Account Manager is used as a Portfolio and Investment Management solution to handle portfolio accounting and consolidated investor reporting for the advisory business.
The deployment focuses on portfolio accounting and reporting modules, inferred to include portfolio analytics, performance attribution, security-level positions, transaction processing, and automated client statement generation consistent with Portfolio and Investment Management capabilities. Investment Account Manager provides a unified data model for holdings, transactions, and cash flows to enable periodic investor reports and advisor-facing portfolio analysis.
Operational coverage is centered on investment operations and client reporting within Manifest Investing's advisory services, delivering analytical outputs and investor-facing statements to advisors and clients. Manifest Investing is listed as a partner on the Investment Account Manager vendor site, confirming use of Investment Account Manager for portfolio analysis and investor-facing reporting, and the relationship is characterized as Manifest Investing Investment Account Manager Portfolio and Investment Management for advisory reporting workflows.
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