Bundled (multiple products/modules available)
Interactive Advisory Software (IAS) Solution 360
By Interactive Advisory Software LLC
3393 Bargaintown Road
Egg Harbor Township, NJ 08234
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.
- Financial planning
- Portfolio management
- Portfolio re-balancing
- Additional services: Client Portal, Reconciliation
- A Comprehensive Solution
- Interactive Advisory Software Makes RIABiz 12 Key Events List in 2012 in RIA Technology
Contact for Additional Product Information
*Note: Product information as of February 02, 2014
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