Grow your practice with the industry’s only unified wealth management solution

As an independent wealth manager, your challenges – and opportunities – have never been greater. It’s time to embrace the leading-edge technology solutions that previously have been available to only the largest firms. It’s time for IAS and Solution 360°.

IAS’ Solution 360° is the only unified wealth management software solution to combine Portfolio Management, Financial Planning, Customer Relationship Management (CRM), Back Office Services, Client Access Portals, and Rebalancing. Everything accesses one database. Everything is built on one platform. And your data and programs are always just one click away.

Solution 360° delivers the operational efficiencies, comprehensive information, and management tools you need to streamline your practice and leverage your expertise to enhance your client relationships – and attract new clients.

Bottom line? Solution 360° delivers the support you need to establish yourself as your clients’ one trusted advisor.

IAS is pleased to announce a strategic partnership with TD Ameritrade Institutional. Ask your sales rep about special partnership rates!