Welcome to the corporate home page for QUANT IX SOFTWARE, Inc.  Founded in 1985, QUANT IX SOFTWARE develops investment record keeping and portfolio management software for investors. 

Learn more about QUANT IX here

Investment Account Manager

Investment Account Manager 2.0
Investment Account Manager 2.0 offers investors the tools needed to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. Designed by an award winning, experienced team (since 1985), Investment Account Manager (IAM) is nationally recognized as a totally comprehensive, yet intuitively designed, desktop based portfolio management software solution.

Notable features:

  • Manage single or multiple portfolios.
  • Analyze asset allocation and diversification.
  • Optimize tax decision making and preparation.
  • Create detailed reports summarizing investment holdings.
  • Utilize fundamental ratio analysis tools.

Learn more and download a free 45 day trial version

BetterInvesting's Portfolio Manager

BetterInvesting Portfolio Manager
Developed for and licensed to BetterInvesting™ (formerly the National Association of Investors Corporation, NAIC), the BetterInvesting Portfolio Manager is also recognized as one of the premier portfolio management software programs available to investors.

  • Ideally suited for members of the BetterInvesting organization.
  • Provides the hands-on investor with comprehensive portfolio management and investment record keeping tools.

Learn more and download a free 30 day trial version

The Willms Group

The Willms Group
The Willms Group, a division of QUANT IX SOFTWARE, Inc., is a State of Wisconsin licensed and fee only registered investment advisory firm. Our experience as investment advisors, and as developers of globally utilized investment management software programs, provides us with the unique skills to help investors understand what they own, and what actions are needed to reach long-term goals.

Our services include:

  • Investment Record Keeping: our record keeping service will get you organized, helping you to understand what you own, while leading you to better investment decisions.
  • Investment Advisory: our advisory service will help you to build portfolios that match your risk tolerance, while focusing on your long-term investment goals.
  • Portfolio Management: our active portfolio management service will take over the day-to-day management of your investment portfolio. This service provides portfolio design, construction, and implementation based on your investment goals and risk tolerance.

Learn more here


Tackle Boxes 2 Go
We provide this link for all our fellow fishing enthusiasts, because even the best investors need time away from Wall Street, so why not be successful on the water too! TackleBoxes2Go is a convenient online store selling pre-assembled fishing tackle boxes. Each tackle kit includes carefully selected and field tested brand-name lures and accessories needed for you, your family, and your friends to catch fish!

  • Ideal for waterfront property owners.
  • Perfect unique gift idea - birthdays, graduation, retirement, etc.
  • Corporate and sale incentives (custom logo application available).
  • Single species kits, destination boxes, and all inclusive models.
  • Mix and match - build you own box.
  • Excellent prices!

Learn more here

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11518 N. Port Washington Road, Suite 102
Mequon, WI 53092

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