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2015 NAPFA Fall Conference

VISIT Visit IAS at the conference and we’ll show you exactly how we can help! October 20th – October 23rd Booth #112 JW Marriot, Indianapolos, IN LISTEN Listen to a presentation that compares the IAS Platform to individual point solutions and makes a case that recent technology consolidations validate this trend. We’ll explain how the overall […]

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