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IAS Conference 2015

IAS Conference 2015

6 Benefits of Going Paperless with Reporting

In order to be a truly sustainable firm, paperless reporting is a must. The triple bottom line is not just a fancy bold word out of a college textbook – it is what many firms live by. The triple bottom line is a saying that plays off of the double line that people give to […]

Pershing INSITE Conference 2015

Pershing INSITE Conference 2015

NAPFA Spring Conference 2015

NAPFA Spring Conference 2015

Pershing INSITE 2015

Sean Hanlon, Chairman, Chief Executive Officer, and Chief Investment Officer of Hanlon Investment Management spoke on “Becoming an Elite Advisory Firm Now”, where he differentiated what separates an advisor from becoming an elite advisor. The difference is being client facing. Hanlon uses IAS’s technology and back office services to create the Hanlon Platform which supports […]

NAPFA Spring Conference 2015

Topic: “Stop Printing Reports!  Go Paperless and Outsource the Exceptions!”  Presenter: Matt Wolf, Interactive Advisory Software (IAS), Director of Sales and Marketing Date/Time: Wednesday, May 13th 2015 from 3:35-4:05 PM Location: Grand Hyatt, San Diego CA, Torrey Hills Room Website

IAS Announces Client Billing and Reporting Services

IAS Announces Client Billing and Reporting Services

IAS Announces Client Billing and Reporting Services

Interactive Advisory Software (IAS) recently announced the launch of their new line of service offerings for new and existing advisors. This marks the firm’s first major step toward a fully developed service bureau, in addition to their flagship fully-integrated technology platform. Data and Investment Performance Validation, Client Investment Performance Reporting, and Account Billing are the […]

3 Major Changes Taking Place in Wealth Management Technology

3 Major Changes Taking Place in Wealth Management Technology

3 Major Changes Taking Place in Wealth Management Technology

Wealth management technology is a growing industry with three major trends that will ensure your firm’s technology vision is in the right direction. According to these trends, technology providers should include providing an integrated platform, not disparate technology, unified household management, and outsourcing. Click here to read full story

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