IAS’ remote web-based client and advisor “portals” facilitate communication for the entire wealth management team – client, advisor, accountant, and attorney. By enhancing your client service, you gain a competitive edge over your competition and can create new revenue opportunities. As the point person for clients, the client access portal enables you to:
- Provide clients with secure, interactive access to their financial information, reports and documents
- Customize your client’s view/portal based on their needs and preferences
- Give your clients a two-way communication vehicle to both send and receive documents
For more details, download our latest Client Portal brochures:
Solution 360° - Client Portal
For more information, please contact:
sales@iassoftware.com
For more information, please contact:
sales@iassoftware.com