Side by side
Investment Account Manager vs Temenos Wealth Front Office
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial Windows
Investment Account Manager combines broad investment tracking with extensive reporting, analysis, imports, and local data storage. Its Windows-only availability, paid activation, and desktop focus are important fit considerations.
Visit Investment Account Manager Paid APISelf-hostedWeb
Temenos Wealth Front Office combines portfolio tools, investment automation, compliance checks, and institution-adjustable workflows. Its paid pricing is provided on request rather than as a stated price.
Visit Temenos Wealth Front OfficeThe facts
| Investment Account Manager | Temenos Wealth Front Office | |
|---|---|---|
| Free plan | A free trial | Not published |
| Open source | Not published | Not published |
| Runs on | Windows | API, Self-hosted, Web |
| Lowest paid plan | IAM4 Individual New Activation: $159, paid once | Not published |
| Plans published | 1 | None |
| Maker | Investment Account Manager | Not published |
| Website | investmentaccountmanager.com | temenos.com |
| On portfolio management software | #54 of 81 | #41 of 81 |
Investment Account Manager: what it does well
- Tracks many investment and user-defined asset classes
- More than 50 Individual reports
- Includes tax-lot and transaction accounting
- Automatic downloads and security pricing
- Backup supports Google Drive and Dropbox
What to know first
- Windows platform only
- No free plan
- Listed activation costs $159 a month
- License allows up to two computers
Temenos Wealth Front Office: what it does well
- Covers profiling, modeling, reporting, risk, and compliance.
- Supports cash, equities, fixed income, derivatives, and structured products.
- Automates investment activity, order generation, and compliance checks.
- Deployment options include SaaS, multiple clouds, and on-premise.
What to know first
- Pricing is available only on request.
- Trade compliance checks span the investment process.
- Ready-to-use workflows may need modification for an institution.
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