Bundled (multiple products/modules available)

Interactive Advisory Software (IAS) Solution 360

By Interactive Advisory Software LLC

3393 Bargaintown Road

Egg Harbor Township, NJ 08234

IASsoftware.com


Description

Founded in 2001, Interactive Advisory Software provides the only fully integrated, web-based software-as-a-service (SaaS) comprehensive wealth management solution for financial representatives, RIAs and Broker/Dealers. The solution combines daily download, consolidation and reconciliation of client accounts from thousands of sources with portfolio accounting, extensive reporting, portfolio rebalancing, financial planning, CRM, and client portals all from a single application.


Services Offered

  • CRM
  • Financial planning
  • Portfolio management
  • Portfolio re-balancing
  • Additional services: Client Portal, Reconciliation

More Information


Contact for Additional Product Information

Steve Bontempo

Communications

(609) 365-5619

steve.bontempo@IASsoftware.com


*Note: Product information as of February 02, 2014

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