Banks, credit unions, and accounting firms today are offering Financial Planning services to their customers and want to accurately track data to their customers to assess their planning needs. This can be accomplished through one software solution, Interactive Advisory Software (IAS).

IAS collects, integrates, and aggregates client data. It allows you to address Financial Planning for small business owners and individuals in a more direct, focused way. IAS is web-based and puts the freshest information at your disposal anytime, anywhere you have access to the Internet. Customers can see live data on the web. You control how much information they see and are alerted when they view their assets under management. IAS supports regulatory standards.

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