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 management (AUM), was looking for a single wealth management solution to handle the firm’s technology needs. ELE wanted to make the move from focusing on money management to taking a more holistic approach to financial planning. In order to do so, the firm needed an application that would enable them to view and manage all of their clients’ assets in one place alleviating the need to move between separate systems.
“We were looking for an all-inclusive solution that had the ability to integrate all of our technology needs,” said Ellis Liddell, president and CEO of ELE. “IAS’s Solution 360 operates as if it was created by an advisor and its functions are very intuitive. The software is also highly scalable and will grow as we grow.”
The Web-based technology also allows ELE staff to log-in to the system from any location with Internet. With a single client database, advisors can see client information, prepare for client meetings and manage calendars outside of the office. IAS’ interface with custodian TD Ameritrade also reduces the time spent on billing each month by approximately 30 hours.
“IAS strives to help firms automate the back-end processes of client management so that advisors can spend more one-on-one time with their clients,” said John Philpott, CEO of IAS. “For ELE, the single client database and integrated modules ensure accurate and quick data exchanges and enables staff to provide clients with the thorough, personalized service that attracts and retains high net worth clients.”
About Interactive Advisory Software
Interactive Advisory Software is the developer and distributor of Solution 360˚, a wealth management software application focused on serving the needs of Registered Investment Advisors (RIAs) and Independent Financial Advisors. The company provides an integrated wealth management software application that allows advisors to deliver a holistic level of service to their clients from a single database. The single application combines Portfolio Management, Financial Planning, Customer Relationship Management (CRM), Client Access Portals, Rebalancing and Back Office Services/Reconciliation. For more information, visit www.IASsoftware.com.
CONTACT: Bevin Rochester
Media Contact for Interactive Advisory Software
212-510-7974