Bundled (multiple products/modules available)

Interactive Advisory Software (IAS)

3393 Bargaintown Road

Egg Harbor Township, NJ 08234


Services Offered

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

Contact for Additional Product Information

Steve Bontempo


(609) 365-5619


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 Ayana Reid at (212) 210-0774 or areid@investmentnews.com.