Iassoftware.com
Top software sites |
- Title
- Interactive Advisory Software | One Solution. Infinite Potential.
- Meta Description
- Interactive Advisory Software offers a fully integrated, web-based software-as-a-service (SaaS) wealth management solution for independent financial advisors, RIA�s and broker/dealers. The solution combines Daily Download & Reconciliation of Client Account Data from Hundreds of Custodians, Portfolio Accounting & Management, Portfolio Rebalancing, Financial Planning, CRM, and Client Portal all from one single application.
- Meta Keywords
- Independent financial advisor software, broker/dealer software, wealth management software, wealth servicing software, financial planning, portfolio management, CRM, customer relationship management, reconciliation, rebalancing, trading, client portal, reporting
- Technologies in use
- WordPress, Google Analytics, jQuery, twemoji