Interactive Advisory Software

Building Synergies for Success

IAS establishes affiliations and partnerships with leading companies in the financial services and technology industries. These affiliations provide for more comprehensive offerings to our clients, and extend IAS' core competency by leveraging the expertise of our allies and partners.

STRATEGIC PARTNERS:

	CashEdge® provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability. CashEdge delivers secure Advanced Account Aggregation platforms that power banking, brokerage and advisor applications. These proven solutions enable CashEdge’s clients to create compelling online offerings that attract customers, generate revenues, and reduce costs.
	Forefield Inc. is the foremost provider of real-time sales, education, and presentation solutions for financial institutions and their advisors. The partnership enables financial advisory clients to benefit from IAS’ market-leading planning and practice management solution, as well as Forefield’s superior decision tools and financial planning content for goal planning, sales illustrations and more.
	Global Index Advisors created the first and only series of Portfolio Indexes. Portfolio Indexes are used to benchmark total portfolios at various levels of risk. Dow Jones Global Portfolio Indexes and Dow Jones U.S. Portfolio Indexes are currently published in the Wall Street Journal and major index databases as standard benchmarks for total portfolio performance.
	IBM - Interactive Advisory Software (IAS) is a member of IBM PartnerWorld and participates in IBM innovation center education programs together with current certifications in IBM software in use at our clients. Optima Technologies, which owns IAS, has development facilities for configuration of its ExSellence CRM and Opti-Insight Business Intelligence solutions using IBM WebSphere application software. Further, we partner with Avnet Corporation, IBM's largest marketer of IBM solutions for small and medium size companies who are upgrading their IT infrastructure to compete for today's demanding customers.
	Laser App Software is designed for the registered rep/agent who is tired of filling out applications. Laser App Software is a library of over 3000 mutual fund & clearing firm, insurance, broker-dealer and money management forms. Forms are updated on a daily bases and can be downloaded 24 hours a day 7 days a week from our secure website. Laser App automatically fills out these forms for the rep/agent, using the reps own client information.
	Morningstar, Inc. is a leading provider of independent investment research. The company offers an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients. Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, hedge funds, and 529 college savings plans.
	Mosaic provides “better business outcomes” by helping clients move to paperless business processes that are faster and more efficient. Mosaic’s solutions are the alternative to filing paper in file cabinets or electronic files in folder trees, helping clients avoid spending time looking for files in response to customer, auditor, and vendor requests. Mosaic’s clients have all of their “paper” and “electronic” documents blended into a unified and easily searchable archive.
	Trumpet is the leading provider of comprehensive document management solutions for the financial planning industry. Trumpet combines deep experience in the financial advisory field with extensive "tech" know-how to bring advisory firms into the paperless world. Trumpet's unique implementation process, including Working in Real Time and Realistic Workflow, ensures that your firm will be successful in your new paperless process.
	Quik! is an enterprise forms automation solution from Efficient Technology, Inc. Based upon a flexible architecture that allows Quik! to work with any database and in any environment, Quik! simplifies the way you manage, pre-populate and process forms and form data, reducing forms-related costs by 75% or more.