IAS - Interactive Advisory Software (IAS) is a state-of-the-art, browser-based technology enabling you to take control of your practice, simplify your workload and provide greater service to your clients. Today Financial Planners use three to four independent software programs to serve their clients. With the abundance of programs comes extra labor, errors, and inefficiencies.

IAS incorporates Comprehensive Financial Planning; Portfolio Management; Customer Relationship and Contact Management; Transaction/Blotter Accounting and Compliance Reporting; Practice Management; and Electronic Downloading of security prices, dividends, transactions and positions

IAS was created for advisors by advisors who know what stumbling blocks exist in your business

IAS is web-based so you have live, accurate data always at your fingertips

Web portals may also be designed to give your client access to their own holdings, to fill out questionnaires, update data, or view their favorite reports over the Internet

IAS decreases the amount of back office work, letting you focus on expanding key services without increasing time, effort or expense

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