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Technology By consolidating and integrating key software services within your firm, Interactive Advisory Software (IAS) lets you manage your client interactions from a single data base view. The intuitive, visual interface includes integrated comprehensive financial planning; portfolio management; full-featured client relationship and contact management; transaction/blotter accounting and compliance reporting; practice management; and electronic downloading of security prices, dividends, transactions and positions. You may be using 3 to 4 programs to do what IAS can integrate in one cost and time efficient product. IAS is web-based and provides daily product pricing which can be accessed anytime and anywhere you have internet access. It was created by advisors for advisors and utilizes a high degree of sophistication yet is straightforward and easy to use. |
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