INTERACTIVE ADVISORY SOFTWARE
Interactive Advisory Software provides the leading wealth management software-as-a-service (SaaS) solution for financial advisors and wealth managers. IAS’s Solution 360° is the only unified solution to combine portfolio management, financial planning, customer relationship management, rebalancing, client access portals, and back office service all in a single web-based platform. IAS eliminates integration challenges, enabling financial advisors to streamline their practice, enhance client relationships, and attract new clients.
INTERACTIVE ADVISORY SOFTWARE
Industry:
Information Technology SaaS Software Wealth Management
Founded:
2001-01-01
Address:
Egg Harbor Township, New Jersey, United States
Country:
United States
Website Url:
http://www.iassoftware.com
Total Employee:
51+
Status:
Active
Contact:
770-951-5448
Email Addresses:
[email protected]
Total Funding:
17.12 M USD
Technology used in webpage:
Microsoft Exchange Online Network Solutions DNS Atlassian Cloud Network Solutions Tierpoint
Current Advisors List
Current Employees Featured
Founder
Investors List
TechOperators
TechOperators investment in Series B - Interactive Advisory Software
TTV Capital
TTV Capital investment in Series B - Interactive Advisory Software
Official Site Inspections
http://www.iassoftware.com
- Host name: wf.networksolutions.com
- IP address: 205.178.189.131
- Location: Jacksonville United States
- Latitude: 30.1426
- Longitude: -81.5727
- Metro Code: 561
- Timezone: America/New_York
- Postal: 32258
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