Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Bundled (multiple products/modules available)

Interactive Advisory Software (IAS)

By Interactive Advisory Software

3393 Bargaintown Road

Egg Harbor Township, NJ 08234


Services Offered

  • CRM
  • Financial planning
  • Portfolio management
  • Portfolio re-balancing

Contact for Additional Product Information

Matt Wolf




To be included in the directory, submit your product here. For questions, please contact the InvestmentNews Data team at IN-data@investmentnews.com.

For information about an enhanced product listing, please contact Mary Meagher at (212) 210-0115 or mmeagher@investmentnews.com.