Listed as one of the 12 key events in RIA technology for 2012 by RIABiz, Hanlon Financial Group’s acquisition of IAS was listed as number 8. Sean Hanlon, Chairman and Founder of Hanlon Financial Group, is excited about the synergy between IAS and Hanlon Financial Group. Click here to read the full story
Interactive is generating a lot of buzz
Interactive's integrated solution has been featured or mentioned in many publications and websites. Please check back often as we are always adding new and exciting news.
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A $3.4-billion, TAMP-owning RIA buys Interactive Advisory Software, removing the VCs and plunking in a CEO
Hanlon Financial Group has acquired Interactive Advisory Software and named Chief Information Officer, Nathan Berk, as Chief Executive Officer of Interactive Advisory Software. Hanlon Financial Group has $3.4 billion assets under management as a RIA and also has a TAMP that services 2100 advisors, 500 plan sponsors, and 27,000 accounts. Click here to read the […]
Hanlon Financial Group Completes Acquisition of Interactive Advisory Software
Egg Harbor Township, NJ & Marietta, GA–(BUSINESS WIRE)–Aug. 15, 2012
Hanlon Financial Group announced that it has acquired the assets of Interactive Advisory Software, Inc.
Hanlon Financial Group is an affiliate of Hanlon Investment Management, Inc., a $3.4 billion AUM registered investment adviser servicing over 2,100 advisors, 500 plan sponsors and 27,000 accounts and headquartered in Egg Harbor Township, NJ.
ATLANTA, March 22, 2012 – A survey conducted by Interactive Advisory Software (IAS), a provider of a comprehensive wealth management software application, reveals that RIAs and independent financial advisors want to see advances in technology integration from their technology providers in 2012. The survey took the opinions of more than 50 RIAs and financial advisors […]
– New reporting tool for financial advisors leverages system-wide data, simplifies customizations – ATLANTA, Feb. 16, 2012 – Interactive Advisory Software (IAS), a provider of an integrated web-based wealth management platform for independent financial advisors and registered investment advisors (RIAs), has introduced Reports 360°, the new reporting tool within its Solution 360° technology. SaaS-based […]
Client feedback leads to new information architecture and enhanced technology
ATLANTA, Feb. 1, 2012 – Interactive Advisory Software (IAS), a provider of an integrated web-based wealth management platform for independent financial advisors and registered investment advisors (RIAs), has released version 5.0 of its Solution 360° technology.
Interactive Advisory Software Grabs Another $1 Billion-Plus Firm With the Signing of Miller/ Russell & Associates
ATLANTA, Jan. 10, 2012 – Interactive Advisory Software (IAS), a provider of a comprehensive wealth management software application for independent financial advisors and registered investment advisors (RIAs), announced that Phoenix-based Miller/Russell & Associates is converting to its Solution 360° technology in order to better accommodate the firm’s plans for growth. Through three offices located in […]
News Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO
Interactive Advisory Software Names Financial Technology Veteran John Philpott as Chief Executive Officer
ATLANTA, June 2, 2011 – Interactive Advisory Software (IAS), a provider of a consolidated wealth management platform for Independent Financial Advisors and Registered Investment Advisors (RIAs), has hired John Philpott as its CEO. As CEO, Philpott leverages 16 years in the financial technology industry to lead the overall strategic direction of the company and oversee […]