Overview

Interactive’s single-database wealth management software…one click to client satisfaction

Interactive Advisory Software answers the call of wealth managers nationwide for a unified wealth management system that empowers them to spend more time interacting with clients, and less time on non-revenue-producing activities.

The Interactive wealth servicing software solution combines Portfolio Management, Financial Planning, Customer Relationship Management (CRM), Back-Office Services/Reconciliation, Client Access Portals and Rebalancing.

Everything located in one database. Everything built on one platform. And your data and programs are always just one click away.

Interactive’s solution was designed and built from the ground up by advisors, for advisors, and is the only software to encompass all the tools you will need to allow you to service your clients with maximum professionalism and efficiency. At the same time, Interactive helps reduce the risk associated with your practice by enabling proactive management of exposures and assisting in the application of standards. Flexibility, process management workflow and control help alleviate regulatory overhead.

At a time when customers are demanding more information and more of your time, and you’re being asked to provide more transparency, our solution enables you to deliver more—and in the most client-focused manner possible.

Interactive’s single, unified solution is actually many things:

• The industry’s first fully integrated Web-based software system
• An SaaS model that eliminates the need for IT staff.
• A subscription pricing model that requires minimal upfront costs.
• A totally unified solution, meaning it’s managed and hosted by a single source—us—not three, four, or five different solutions cobbled together and managed by multiple sources, a recipe for inefficiency, technical snafus and client dissatisfaction.
• A single entry system—every entry you make is automatically transported to every module.

Before switching to the Interactive solution, many of our customers say they spent 80% of their time inputting data and managing the output from many different software packages, and 20% of their time actually adding value to their clients. Since bringing Interactive on board, they report spending 20% of their time prepping for client meetings, and 80% adding value to the relationship. That’s the 80/20 rule in action.

Interactive provides even more ways to help you succeed

• Aggregate Accounts

By using one of Interactive’s data aggregation partners, you can bring in non-managed financial information or held-away assets from thousands of well-known institutions. Aggregating all the client’s data provides a comprehensive view of the client’s entire financial picture, often helping you to add assets under management.

• Organize and Store Documents Securely

Organize and store files in a secure environment, accessible to you, your clients and their other advisors using our built-in, secured and backed-up file management system. Interactive also easily interfaces with several industry-leading document management companies.

• Make Marketing Easier

Interactive provides the tools and support you will need to create targeted marketing campaigns and pursue cross-selling opportunities.