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.

Services Offered

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

More Information

Contact for Additional Product Information

Steve Bontempo


(609) 365-5619


*Note: Product information as of February 02, 2014

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.