The investment advisory business is constantly evolving. Accordingly, the services and the tools necessary for investment advisory firms to conduct and grow their businesses must change as well. MJP Associates, Inc., a mature wealth advisory RIA firm, adopted a sophisticated service model that resulted in superior client service that has facilitated the growth of the firm by forging a strategic […]
Interactive's Solution Success Stories
Read how Interactive's integrated solution has worked for our customers. Please check back often as we are always adding new and exciting items.
For more information, please contact: IASsales@IASsoftware.com.
The Challenge: Stretching Resources Copperwynd Financial currently supports its clients with only four employees making it imperative that time is used efficiently. The firm needed software that would maximize their resources by reducing the time spent on backend processes such as data entry and reconciliation. Read More
The Challenge: Starting from Scratch Wilson and Dignan were building from the ground up and needed to secure the firm’s future by investing in the right technology and systems from the beginning. CedarPoint would be supporting a clientele that would want up to the minute information on how daily events had affected their retirement, estate, […]
The Challenge Unlike many independent financial advisors, we have a strong focus on young and successful professionals under 55,” says Andy Seth, Managing Partner of LotusGroup Advisors. “Our entire team is young and highly driven and we feel we can relate well to the young couple or family who have good jobs, are saving money […]
The Challenge: Finding Efficiency ARGI’s founders soon discovered that a large-scale technology change would have to take place in order to reach its goal. The firm was using a financial-based customer relationship manager (CRM), a reporting system and financial planning software in a piece-meal fashion. “None of those disparate systems talked to each other,” said […]
The Challenge SKadvisors is independent in every sense of the word. The firm did not want to rely on proprietary products it felt pressured by its various custodians to use. More importantly, SKadvisors required a solution, which could interface with various custodians. Since it is a small operation, which consists of personnel who all take […]
The Challenge A few years ago, Summit Wealth Management wanted to increase its acquisitions and it was very important all locations be on the same platform for several reasons but most importantly, the compliance aspect. Read More
The Challenge Prior to 2005, D3 Financial Counselors was using three separate systems for CRM, financial planning, and portfolio management. The company’s portfolio management process really needed to be integrated into its ongoing financial planning efforts. This could not be accomplished with disparate systems. Read More