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Interactive Advisory Software

Company Info

Company Name:
Data Last Updated:
  • November 26, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (877) 572-6105
Year Founded
  • 2001
Number of Employees:
  • 50

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 50

DOC MNGMT Features

Ability to Edit Documents in System:
Synchronizes With Email:
  • Outlook
Phone Access:
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:
  • None

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 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.

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