The investment advisory business is constantly evolving. Among the many moving parts of this dynamic industry, technology continues to alter the way advisory firms interact with and manage their client relationships. Accordingly, the services and the tools necessary for firms to conduct and grow their businesses must change as well. Firms must adapt to the […]
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.
About the company: Interactive Advisory Software LLC (IAS) has two locations – Headquarters in Egg Harbor Twp, NJ and an office in Marietta, GA with 64 total employees. The IAS application provides an effective solution for over 60b in AUA with 100’s of thousands of accounts. About the CEO: Nathan Berk joined Interactive Advisory Software […]
Without careful planning, your technology can become more of a “ball and chain” than a means of growing your practice. Before you know it, you’ll have several very different applications, a web of data passing between systems and a list of impressively marketed features you don’t really need. You can handle this situation in a […]
As part of my series of articles on portfolio rebalancing software, I met with some folks from Interactive Advisory Software (IAS), who were kind enough to give me a demo of not only their rebalancing tools, but their entire wealth management platform, called Solution 360. IAS is based in Egg Harbor Township, NJ and was […]
Egg Harbor Township, NJ—Interactive Advisory Software, the leading provider of the fully integrated Elite Advisor wealth management suite, understands the needs of wealth managers. As such, the firm’s objective is to provide a unified wealth management system that can help advisors minimize time-wasting activities and maximize client-facing and practice enhancement pursuits. Click here to read […]
Egg Harbor Township, NJ—Interactive Advisory Software (IAS) was asked to participate in a nationwide survey of financial advisors to gather their thoughts and perceptions on outsourcing their investment management activities. The survey was completed in partnership with Northern Trust, a leading provider of investment services, and facilitated by Advisor Perspectives. Click here to read full […]
In April it came to light that TD Ameritrade Institutional was beating fellow RIA custodians to the big-breakaway punch by providing software at no cost, and both consultants and competitors have questioned whether the number three custodian could sustain the expensive practice. The answer is yes. The Jersey City, N.J.-based custodian plans to judiciously make […]
Last year Hanlon Financial Group bought Interactive Advisory Software, a Marietta, GA-based performance reporting software firm. Hanlon, of Egg Harbor Township, NJ, is an affiliate of Hanlon Investment Management, a $3.4-billion-AUM RIA with more than 2,100 advisors, 500 plan sponsors and 27,000 accounts as a TAMP. Click here to read the full story
A $3.4-billion, TAMP-owning RIA buys Interactive Advisory Software, removing the VCs and plunking in a CEO
Clearing out the venture capitalists and installing its own CEO, Hanlon Financial Group has acquired Interactive Advisory Software Inc. The Egg Harbor Township, N.J.-based affiliate of Hanlon Investment Management Inc., a $3.4 billion AUM registered investment adviser servicing more than 2,100 advisors, 500 plan sponsors and 27,000 accounts as a TAMP, is buying the Marietta, […]
Hanlon Financial Group Completes Acquisition of Interactive Advisory Software
Egg Harbor Township, NJ & Marietta, GA–(BUSINESS WIRE)–Aug. 15, 2012
Hanlon Financial Group announced that it has acquired the assets of Interactive Advisory Software, Inc.
Hanlon Financial Group is an affiliate of Hanlon Investment Management, Inc., a $3.4 billion AUM registered investment adviser servicing over 2,100 advisors, 500 plan sponsors and 27,000 accounts and headquartered in Egg Harbor Township, NJ.