Interactive Advisory Software rolling out new interface

Interactive Advisory Software Inc. will be officially rolling out a new user interface for Solution 360°, the company’s consolidated wealth management platform, for advisers at its annual user conference.
That meeting is being held 15 and16 June in Atlanta.
In addition to the new user interface the firm will be introducing its new reporting engine, called Reports 360°
For those unfamiliar with the IAS platform, it is a web-hosted software-as-a-service model.
Solution 360° combines multiple applications including client relationship management, portfolio management and reconciliation, financial planning, performance reporting, online client portal, all of run and managed within a single database for the firm.
Having spoken with many users over the years the platform resonates most with mid-size to larger firms — in terms of both staff size and assets under management — that can most effectively get the full value out of its extensive feature set and not be overwhelmed by its complexity.
The user conference is also a venue for users to showcase their clients’ best practices and use of the complex and comprehensive all-in-one platform.
Breakout sessions will introduce new IAS customers to tips on how to set up and run their practices using the platform; many of these sessions will be run by fellow advisers.

For additional information visit IAS online.
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Interactive Advisory Software partners with MoneyGuidePro