Account Aggregation: Increase Assets Under Management
By using one of IAS's data aggregation partners, like CashEdge, you can bring in non-managed financial information from thousands of well-known institutions. These interfaces supplement your regular downloaded information to minimize manual data entry and keep your clients’ balance sheet updated. Aggregating all the clients’ data provides a comprehensive view of the clients’ entire financial picture, often helping you to add assets under management.

Document Management: Organize Data the Way You Use It
Organize and store files in a secure environment, accessible to you, your clients and their other advisors using our built in secured and backed up file management system. Also, for added efficiency,  IAS easily interfaces to several industry leading document management companies, such as docStar and trumpet.

Risk Management
IAS helps reduce the risk associated with your practice by enabling proactive management of exposures and assisting in the application of standards. Flexibility, process management workflow and control help alleviate regulatory overhead.

Have an iPhone?
Check out the video below to see Solution 360° in action on an iPhone.

 

And for more details about Compliance and our ASP Infastructure please download the product sheets below.

ASP SheetCompliance sheet

For more information, please contact:
sales@iassoftware.com