Bundled (multiple products/modules available)

Interactive Advisory Software (IAS)

3393 Bargaintown Road

Egg Harbor Township, NJ 08234

IASsoftware.com


Services Offered

  • CRM
  • Financial planning
  • Portfolio management
  • Portfolio re-balancing
  • Document management
  • Additional services: Client portals

Contact for Additional Product Information

Steve Bontempo

Communications

(609) 365-5619

steve.bontempo@IASsoftware.com

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