Our Partners

Partnering with industry innovators to extend the utility of our software

The partnerships and affiliations we have established with leading companies in the financial services and technology arenas provide an even more comprehensive and user-friendly product offering for our customers by leveraging the expertise of our allies.

Strategic Relationship:

IAS is pleased to announce a strategic relationship with TD AMERITRADE Institutional. Ask your sales rep about IAS discounts for advisors who work with TD AMERITRADE Institutional.


ByAllAccounts® Founded in 1999, ByAllAccounts, Inc. (Woburn, MA) provides a single data feed from thousands of financial institutions for the wealth management back office. Our patent pending technology analyzes, augments, and delivers data for even the most sophisticated holistic wealth management practice and enables efficient and timely account reconciliation, performance analysis and consolidated reporting. ByAllAccounts, serves clients having a full range of managed and “held-away” accounts, including retirement, banking, brokerage, trust, hedge fund, limited partnerships, private equity, annuity, and more enabling efficient allocation analysis and “holistic advice” for their clients’ accounts. For more information about ByAllAccounts, Inc. solutions, please call 781.376.0801.
Fiserv Logo Fiserv.® provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability. CashEdge delivers secure Advanced Account Aggregation platforms that power banking, brokerage and advisor applications. These proven solutions enable CashEdge’s clients to create compelling online offerings that attract customers, generate revenues, and reduce costs.
Smarsh is a leading managed service provider of innovative, secure and reliable email archiving solutions for compliance and records retention, proactive litigation readiness, and mail server data management. Founded in 2001, the company has built its trusted reputation by handling the sophisticated archiving needs of the financial services industry.
H_MGP MoneyGuidePro provides an exciting new approach to Financial Planning. MGP provides a goal-oriented process that is faster, easier and more engaging for the client. Advisors can create a Retirement Lifestyle Plan to show clients how to maximize the satisfaction and enjoyment they will obtain from their money during their lifetime. It is particularly effective in helping restore client confidence during down markets. MGP has been hailed as the most innovative product to come along in a long time and was selected as the Software of the Year for 2008. For more information, please call 800.841.5312.
Fujitsu Computer Products of America Inc. is an established leader in the document imaging market, featuring state-of-the-art scanning solutions. Delivering an unbeatable combination of affordability, reliability and performance, Fujitsu scanners range in speeds from 8-120 pages per minute (ppm). At the touch of a button, the Fujitsu ScanSnap scanner turns paper documents into instant PDFs. The ScanSnap provides convenience, simple connectivity, automatic color, page size and blank-page detection. The ScanSnap features an auto document feeder (ADF) that digitizes both sides of a document in a single pass in color, making it ideal for an office or home office environment. For more information, please call 1-888-425-8228.
The YubiKey by Yubico, is the industry’s first USB-key providing instant and secure access to networks and services, from any computer platform or browser, without the need for client software or drivers. The revolutionary device plugs into any USB slot and, with a simple touch on the YubiKey, sends the user’s identity and a unique validated pass code, ensuring that only legitimate users are granted access to the protected service.
Forefield Inc. is the foremost provider of real-time sales, education, and presentation solutions for financial institutions and their advisors. The partnership enables financial advisory clients to benefit from IAS’ market-leading planning and practice management solution, as well as Forefield’s superior decision tools and financial planning content for goal planning, sales illustrations and more.
Laser App Software is designed for the registered rep/agent who is tired of filling out applications. Laser App Software is a library of over 3000 mutual fund & clearing firm, insurance, broker-dealer and money management forms. Forms are updated on a daily basis and can be downloaded 24 hours a day 7 days a week from our secure website. Laser App automatically fills out these forms for the rep/agent, using the rep’s own client information.
Morningstar, Inc. is a leading provider of independent investment research. The company offers an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients. Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans.
Mosaic provides “better business outcomes” by helping clients move to paperless business processes that are faster and more efficient. Mosaic’s solutions are the alternative to filing paper in file cabinets or electronic files in folder trees, helping clients avoid spending time looking for files in response to customer, auditor, and vendor requests. Mosaic’s clients have all of their “paper” and “electronic” documents blended into a unified and easily searchable archive.
Quik! is an enterprise forms automation solution from Efficient Technology, Inc. Based upon a flexible architecture that allows Quik! to work with any database and in any environment, Quik! simplifies the way you manage, pre-populate and process forms and form data, reducing forms-related costs by 75% or more.
Global Index Advisors created the first and only series of Portfolio Indexes. Portfolio Indexes are used to benchmark total portfolios at various levels of risk. Dow Jones Global Portfolio Indexes and Dow Jones U.S. Portfolio Indexes are currently published in the Wall Street Journal and major index databases as standard benchmarks for total portfolio performance.