Interactive Advisory Software (IAS) offers a best of breed web-based wealth management solution for middle market wealth managers and financial planners. IAS's product encompasses all aspects of relationship management, client communications, financial planning, portfolio management and practice improvement into a single integrated platform that enables its customers to attract and retain profitable advisory relationships, streamline their practices, maintain high levels of service and client satisfaction, and consistently deliver exceptional client presentations. Interactive Advisory Software was acquired by Hanlon Financial Group in September, 2012.
Member count: 51-200
Investors 1
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