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November 28, 2010
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Company Info
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Security
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Interactive Advisory Software is the developer and distributor of one of the industry’s leading wealth management platforms focused on serving the needs of Registered Investment Advisors (RIAs) and Independent Financial Advisors. Built around one database and integrating highly tuned, industry specific workflows, the single platform solution combines Portfolio Management, Financial Planning, Customer Relationship Management (CRM), Back Office Services/Reconciliation, Client Access Portals and Rebalancing/Trading.
Solution 360°: The Holistic Solution for the Holistic Advisor
Interactive Advisory Software's Solution 360° is built around one database and integrates highly tuned, industry specific workflows. The single platform solution combines Portfolio Management, Financial Planning, Customer Relationship Management (CRM), Back Office Services/Reconciliation, Client Access Portals and Rebalancing/Trading. Solution 360° enables you to focus on expanding key services without increasing time, effort or expense.
