Collaboration
In today’s complex world, many clients need a financial quarterback. IAS’ remote web-based client and advisor “portals” make it much easier for the entire wealth management team (client, advisor, accountant, & attorney) to effectively collaborate to meet the needs of the client. Solution 360° positions you as the primary trusted advisor, providing the data necessary to the rest of the team as necessary to perform their required tasks.
- Provide your clients with secure, interactive access to their financial information, reports & documents, task list and other advisor contact information – all from their own machine – anytime, from anywhere
- 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
- Communicate with your client’s other advisors through this automated portal, which not only supplies quick access to updated financial information, but also serves as an easy document exchange vehicle
For more information, please contact:
sales@iassoftware.com