The Challenge: Stretching Resources Copperwynd Financial currently supports its clients with only four employees making it imperative that time is used efficiently. The firm needed software that would maximize their resources by reducing the time spent on backend processes such as data entry and reconciliation. Read More
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Interactive Advisory Software Survey Reveals Integrated Technology as Top Need for RIAs in 2012
ATLANTA, March 22, 2012 – A survey conducted by Interactive Advisory Software (IAS), a provider of a comprehensive wealth management software application, reveals that RIAs and independent financial advisors want to see advances in technology integration from their technology providers in 2012. The survey took the opinions of more than 50 RIAs and financial advisors [...]
Interactive Advisory Software Enhances Flexibility, Data Usage with Reports 360°
Interactive Advisory Software Enhances Flexibility, Data Usage with Reports 360°
- New reporting tool for financial advisors leverages system-wide data, simplifies customizations -
ATLANTA, Feb. 16, 2012 – Interactive Advisory Software (IAS), a provider of an integrated web-based wealth management platform for independent financial advisors and registered investment advisors (RIAs), has introduced Reports 360°, the new reporting tool within its Solution 360° technology.
Webinar Series – Webinar 1: Building Your Practice with SAGA
Date: Wednesday, February 29
Time: 2:00pm ET / 11:00am PT
Description: As your business continues to grow, you’re always looking for ways to simplify processes and make your practice run more productively. In this program you’ll receive practical, real-world advice on getting back into the groove, learn how to assess your business from a people, process and technology perspective and learn how to envision what the future could look like, and how you can craft a plan that can realistically allow you to achieve your objectives
Webinar Series – Webinar 2: Systematizing and Automating Your Client Service Model
Date: Wednesday, March 14
Time: 2:00pm ET / 11:00am PT
Description: A systemized, automated client service model can lead to significant improvement in the quality, consistency, and scalability of the service your clients receive. Many firms rely on advisors’ judgment to interpret signals from the client when assigning contact and service levels. However, that approach does not communicate organization and oversight capabilities to clients. Trust is a cornerstone of any advisory practice, and a well-established client service model strengthens your clients’ trust in you and manages their expectations.
This program focuses on the how and the why of implementing a defined client service model, and includes tools and techniques that you can use immediately to transform your business.
Webinar Series – Webinar 3: Growing Your Practice: Harnessing the Sales Pipeline
Date: Wednesday, March 28
Time: 2:00pm ET / 11:00am PT
Description: The process of landing a new client is part art, part science. It takes time to build a relationship and win the opportunity to demonstrate your expertise. One way to improve your effectiveness at generating a steady stream of new clients is to standardize and document your process, and then commit the resources, both time and effort, to that process.
Collected from years of hands-on work with successful advisors throughout the country, this presentation explores pipeline success steps in detail, and provides valuable tools to help you quickly deploy these revenue-enhancing techniques in your own practice.
Miller/Russell chooses IAS, after considering Advent and Schwab
Miller/Russell & Associates recently chose Interactive Advisory Software as its new wealth management platform rather than going with its previous provider, Advent Software, or waiting for Schwab to launch its new technology offering. Miller/Russell is a long-time Schwab client. The Phoenix-based $1.3 billion RIA needed to make technology changes as the company is embarking on offering new [...]