Interactive Advisory Software is the industry's leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide.
Interactive Advisory Software
| 0.0 (0) |
November 21, 2010
Hits: 861
Company Info
| Company Name: | |
| Data Last Updated: |
|
| Data Verified by Company: | |
| Website: | |
| Contact Email: |
|
| Phone Number: |
|
| Year Founded |
|
| Number of Employees: |
|
Software Overview
| Format: | |
| Size of Firms Targeted: | |
| Target Market: | |
| Number of Firms Using: |
|
FP Features
| Modules: | |
| Accumulator Phase: | |
| Retirement Phase: | |
| Asset Allocation Assumptions: | |
| Types of Reports: | |
| Secondary Analysis: | |
| Monte Carlo Analysis: | |
| Client Portals: |
Pricing
| Pricing Based By: | |
| Trial: | |
| Initial Training: | |
| Support: |
Integrations
| Outsource Solutions: | |
| Portfolio Management Systems: | |
| CRM: | |
| Account Aggregation: | |
| Financial Planning: | |
| Rebalancing: | |
| Analytics: | |
| Document Management: | |
| Websites: | |
| Client Portals: | |
| Form Fill: | |
| Custodian: | |
| IPS Software: | |
| Web Reporting: | |
| Report Packaging: | |
| College Planning: | |
| Other Applications: | |
| Total System: |
Security
| Security Functionality: | |
| Other Security Enhancements: |
|
Interactive Advisory Software is the industry's leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide. Since our founding in 2001, the motivation behind our "one solution" technology platform has been to help our clients manage and grow their businesses with minimum hassle and maximum efficiency.
User reviews
There are no user reviews for this listing.
To write a review please register or log in.