Interactive Advisory Software CEO, Nathan Berk, was featured in NAPFA’s June 2015 magazine issue. Nathan wrote an article on “Evaluating Platform Providers”, which talks about the different between platform technologies and point solutions and what the benefits of a platform are to the advisor and firm. Click here to read article
Interactive is generating a lot of buzz
Interactive's integrated solution has been featured or mentioned in many publications and websites. Please check back often as we are always adding new and exciting news.
For more information, please contact: IASsales@IASsoftware.com.
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 […]
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
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, 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 […]
Interactive Advisory Software’s CEO Nathan Berk discusses in an article published in InvestmentNews how to evaluate a technology provider. He offers insight into what RIA’s should look for in technology by offering five ways to improve the evaluation process for technology. Click here to read full story
Craig Iskowitz, a business strategy consultant, discusses IAS’s rebalancing tool on his blog after a conversation with senior management at IAS. He acknowledges IAS’s tax management, robust rebalancing tool, manual trade order management, advanced support for held-away assets, and model management as things that set IAS apart from the competition. Click here to read full […]
IAS now has fully customizable dashboards with widgets. The press release details our dashboards and the widgets available which include: asset monitor, calendar with appointments, financial institution assets, financial indexes, tasks, top clients, and many more. Click here to read full story
IAS partners with Northern Trust, a leading provider of investment services, to gather thoughts and perceptions on asking financial advisors their thoughts and perceptions about outsourcing their investment management activities. Sean Hanlon, CFP, Chairman of the Board of Managers of Interactive Advisory Software, served on discussion panel as well. Click here to read full story
TD Ameritrade will continue to provide free software to RIA’s. This includes their Veo platform, which interacts with third-party technology providers such as IAS. The article discusses the future of the Application Programming Interface (API), Veo, and the reasoning behind continuing to offer free software to “breakaways”. Click here to read full story