Our products are able to interface with most industry-standard systems. FMS will assist you in the integration of legacy systems as well as training and follow-up on the product you purchase.

Financial Marketing Solutions, Inc. (FMS) markets industry leading Business Intelligence software applications to multiple financial service verticals including: Financial Institutions, Credit Unions, Financial Planning/Asset Management firms, Accounting firms, and Insurance firms. Each of these markets provides services for clients that are enhanced when IAS -Interactive Advisory Software- is utilized. IAS is a web-based analytic application that offers financial planners fully integrated practice management tools including Portfolio Management, Financial Planning and Customer Relationship Management. IAS was created by Optima Technologies, Inc., an award-winning software provider that is known for its successful CRM and business intelligence enterprise applications. Additionally, FMS and Optima will team together to provide customized adaptations of the software.

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