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 three to four 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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