About Us

Founded in 1985, QUANT IX SOFTWARE, Inc. develops investment record keeping and portfolio management software for investors.  In addition to software development, QUANT IX SOFTWARE also offers investment advisory and portfolio management services to residents of the State of Wisconsin through their subsidiary, The Willms Group.

QUANT IX SOFTWARE actually was formed in response to the successful use of a proprietary investment accounting and analysis package developed internally for the investment advisory firm, Alpha Research (renamed The Willms Group). Initial versions of this software program offered both comprehensive record keeping and quantitative valuation modeling tools.  Given the lack of such software then available to individual investors, QUANT IX SOFTWARE was founded, and the first DOS version of the QUANT IX Portfolio Evaluator (QPE) was made available to investors through mail order channels.

In the period of 1985-1994, multiple versions of QPE were developed and improved, with QPE receiving widespread acclaim from many leading investment related publications: PC Computing, PC Magazine, Forbes Magazine, Fortune Magazine, AAII Computerized Investing, and countless syndicated columns - to name just a few. With the growing interest and use by individual and professional investors, QPE also became a common topic in the CompuServe investing forums. It was there that QPE was ‘discovered’ by leading NAIC (National Association of Investors Corp.) representative. In 1994, QPE was modified and then licensed to the NAIC as the NAIC Personal Record Keeper (PRK), the official software of the NAIC for individual investor portfolio accounting. Since 1994, NAIC Personal Record Keeper has undergone multiple product revisions (DOS thru Windows; v1, v2, v2.5, v3, v4 and the current v5) and has adopted a new name, with the currently licensed product to the BetterInvesting membership now known as the BetterInvesting™ Portfolio Manager.

In addition to developing and licensing Portfolio Manager to the BetterInvesting™ organization, QUANT IX SOFTWARE offers an alternative investment program, the Investment Account Manager (IAM). Released initially in 2006, with a new v2 released in March 2008, IAM currently offers a near clone of the Portfolio Manager program, but is more suitable for those investors that do not belong to the BetterInvesting™ organization.

The principals of QUANT IX SOFTWARE, Inc. include:

Matthew K. Willms, President, co-founder QUANT IX SOFTWARE, Inc.

  • Involved in the securities industry since 1987.
  • Earned a Bachelor of Science degree from the University of Wisconsin - Lacrosse in 1983, and a Master's in Business Administration from the University of Wisconsin – Milwaukee in 1989.
  • Registered investment advisor representative with the State of Wisconsin.

Peter D. Willms, Vice President, co-founder QUANT IX SOFTWARE, Inc.

  • Involved in the securities industry since 1977.
  • Bachelor of Business Administration from the University of Wisconsin – Milwaukee in 1979
  • Previously employed as a SEC licensed Registered Representative
  • Registered investment advisor representative with the State of Wisconsin.

Copyright © QUANT IX SOFTWARE, Inc.
11518 N. Port Washington Road, Suite 102
Mequon, WI 53092
262-241-3990

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