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Interactive Advisory Software

User rating
 
 4.7 (1)
November 25, 2010     Hits: 1189    
 

Company Info

Company Name:
Data Last Updated:
  • April 08, 2011
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:
  • 200

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.

User reviews

Average user rating from: 1 user(s)

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Overall rating: 
 
 4.7
Overall:
 
 5.0   (1)
Company:
 
 5.0   (1)
Usability:
 
 5.0   (1)
Performance:
 
 5.0   (1)
Ability to Use as Core Application:
 
 5.0   (1)
Reports:
 
 4.0   (1)
Additional Features:
 
 4.0   (1)
Pricing:
 
 5.0   (1)
Integrations:
 
 4.0   (1)
Security:
 
 5.0   (1)
Support:
 
 5.0   (1)
 
 

Love it

Overall rating: 
 
 4.7
Overall:
 
 5.0
Company:
 
 5.0
Usability:
 
 5.0
Performance:
 
 5.0
Ability to Use as Core Application:
 
 5.0
Reports:
 
 4.0
Additional Features:
 
 4.0
Pricing:
 
 5.0
Integrations:
 
 4.0
Security:
 
 5.0
Support:
 
 5.0
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mhoop12 Reviewed by mhoop12
January 08, 2011
Top 10 Reviewer
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0 of 0 people found the following review helpful

IAS should be on everyone's list to look at when starting out or reviewing your applications.

User Review

Pros:
  • Having all our core applications really lets us leverage our time. The portfolio reporting software sometimes has issues with reconciliation, but overall we are very pleased.
Cons:
  • None
Best For What Type of Firm:
  • Any, especially small starting out like us.