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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

How Technology Can Transform an RIA

How Technology Can Transform an RIA

How Technology Can Transform an RIA

Brian Vendig, President of MJP Associates, wrote an article in InvestmentNews regarding their partnership with Interactive Advisory Software. He discusses ‘the five pillars of a relationship with a technology provider’, which includes open communication, a blurred line between the RIA and the technology provider, firm effectiveness, outsourcing non-revenue generating activities, and technology support. Click here to […]

ByAllAccounts Reseller Spotlight Series: Interactive Advisory Software

ByAllAccounts Reseller Spotlight Series: Interactive Advisory Software

ByAllAccounts Reseller Spotlight Series: Interactive Advisory Software

ByAllAccounts, one of IAS’ data aggregation partners, highlights IAS in their Reseller Spotlight Series. This series discusses what IAS does, how having access to any data source provides an extensive picture for our users, and how ByAllAccounts and IAS together are improving client services by saving time for IAS users. Click here to read full […]

How A Symbiotic Relationship Benefits the Advisory Firm and the Software They Rely On

How A Symbiotic Relationship Benefits the Advisory Firm and the Software They Rely On

How A Symbiotic Relationship Benefits the Advisory Firm and the Software They Rely On

The investment advisory business is constantly evolving. Accordingly, the services and the tools necessary for investment advisory firms to conduct and grow their businesses must change as well. MJP Associates, Inc., a mature wealth advisory RIA firm, adopted a sophisticated service model that resulted in superior client service that has facilitated the growth of the firm by forging a strategic […]