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 [...]
Interactive's Solution 360° 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: marketing@iassoftware.com.
IAS in Investment News: Tech vendors unveil new offerings at TD’s conference
Tech vendors unveil new offerings at TD’s conference
Investment News
Interactive Advisory Software, has officially unveiled version 5.0 of its Solution 360 at the TD Ameritrade Institutional conference being held in Orlando this week.
For those unaware Solution 360 was one of the first all-in-one platforms available to the registered investment adviser segment.
Interactive Advisory Software Launches Next Generation User Experience
Client feedback leads to new information architecture and enhanced technology
ATLANTA, Feb. 1, 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 released version 5.0 of its Solution 360° technology.
Interactive Advisory Software Grabs Another $1 Billion-Plus Firm With the Signing of Miller/ Russell & Associates
ATLANTA, Jan. 10, 2012 – Interactive Advisory Software (IAS), a provider of a comprehensive wealth management software application for independent financial advisors and registered investment advisors (RIAs), announced that Phoenix-based Miller/Russell & Associates is converting to its Solution 360° technology in order to better accommodate the firm’s plans for growth. Through three offices located in [...]
ELE Wealth Management Selects Interactive Advisory Software for Firm’s Technology Needs
ATLANTA, Sept. 22, 2011 – Interactive Advisory Software (IAS), a provider of a comprehensive wealth management software application for independent financial advisors and registered investment advisors (RIAs), announced that Southfield, Mich.-based ELE Wealth Management has selected its Solution 360° technology in order to improve operational efficiency. Southfield, Mich.-based ELE, with $100 million in assets under [...]
Dixon Hughes Goodman Wealth Advisors Implements Interactive Advisory Software’s Solution 360° to Achieve True Integration Between Operating Systems
- Leverages IAS’ extensive experience with CPA firms – ATLANTA, Oct. 13, 2011 – Interactive Advisory Software (IAS), a provider of a comprehensive wealth management software application for independent financial advisors and registered investment advisors (RIAs), announced that Asheville, N.C.-based Dixon Hughes Goodman Wealth Advisors LLC (DHGWA), a subsidiary of Dixon Hughes Goodman LLP (DHG), [...]
Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO
News Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO
Interactive Advisory Software Names Financial Technology Veteran John Philpott as Chief Executive Officer
ATLANTA, June 2, 2011 – Interactive Advisory Software (IAS), a provider of a consolidated wealth management platform for Independent Financial Advisors and Registered Investment Advisors (RIAs), has hired John Philpott as its CEO. As CEO, Philpott leverages 16 years in the financial technology industry to lead the overall strategic direction of the company and oversee [...]
Cain Watters & Associates Selects Interactive Advisory Software’s Wealth Management Platform
FOR IMMEDIATE RELEASE Atlanta, GA, April 6, 2011 – Interactive Advisory Software announced today that it has engaged with Cain Watters & Associates (CWA) to provide Solution 360˚ to over 100 of the firm’s professionals. The relationship is indicative of the type of business that Interactive is securing in the increasingly competitive market for financial [...]