About Interactive

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Interactive Advisory Software –
A Company on a Mission

Interactive Advisory Software is the industry’s leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide. Since our founding in 2001, the motivation behind our “one solution” technology platform has been to help our customers manage and grow their businesses with minimum hassle and maximum efficiency.

“We work continuously to help our customers build firm value, provide concierge client service and improve operational efficiency.”
—Nathan Berk, CEO

Interactive has succeeded in helping our customers exceed their expectations. They’ve boosted profits. They’ve streamlined and simplified workflow. They’ve helped people achieve their financial dreams. Perhaps most satisfyingly, they’ve discovered infinite potential in their professional and personal lives, because Interactive’s software provides the freedom to focus on what’s most important—satisfying and attracting clients, not managing operations.

Throughout our history, we’ve made it a point to continually listen to our customers, address their concerns and improve our product offering. We are always seeking to enable them to become even more indispensable in their clients’ lives.
We invite you learn more about our business, and look forward to helping you reach your full potential.