Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Utilizing an exchange in conjunction with Collective's exchange fund alongside a non-recourse exchange loan can significantly mitigate the risks associated with holding a single stock, enhance your after-tax liquidity substantially, and streamline the process compared to a traditional stock sale. In contrast to selling your stock, which entails the cumbersome steps of engaging a broker, locating a buyer, negotiating terms, and preparing necessary documentation, an exchange loan offers a swift and straightforward alternative. The entire online process can be finalized in a mere five minutes. Additionally, stock sales may incur taxes that can reach up to 46% of your earnings, while neither swapping shares into the fund nor taking an exchange loan activates capital gains tax liabilities. Furthermore, unlike selling your stock, transferring shares into the fund allows you to benefit from the long-term growth potential of a portfolio filled with top-tier unicorns, while also maintaining access to liquidity when required, thereby providing a compelling investment strategy. Overall, this approach not only enhances financial flexibility but also aligns with long-term investment goals.
Description
Our software is founded on the principle that your data belongs solely to you, and we do not access or download it. Your information remains securely saved on your personal computer. IAM offers a unified platform for managing various financial assets, including stocks, exchange-traded funds, options, bonds, mutual funds, cash, and additional investment types. With IAM, you can confidently work towards securing your financial future. Utilizing our program grants you the financial tranquility you have always sought, allowing you to focus on your goals without worry. This commitment to your privacy and security sets IAM apart in the financial management landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$89 one-time payment
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Collective Liquidity
Country
United States
Website
www.collectiveliquidity.com
Vendor Details
Company Name
QUANT IX SOFTWARE
Founded
1980
Country
United States
Website
www.quantixsoftware.com
Product Features
Product Features
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
No
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No