Depth, Breadth, and Accuracy
IAS’ wealth management solution was built to enable you to cater to your most demanding high net worth clients. IAS’ unified solution has a single database repository allowing for all of the detailed information required to service all clients from the quick and easy to handle prospects and clients to the most sophisticated.
Planning
Your client situations vary as to the need for detailed information, at different stages of the planning process. IAS flexible data entry and reporting capability facilitate these varied requirements.
- Goal-based planning during the accumulation years or cash flow planning when clients are evaluating distribution strategies
- Summary data entry for quick answers, detailed analysis for complex situations, or a combination of both
- “Lifetime Planning” for multi-year forecasting net worth, taxes and cash flow
- Transparency of calculations help you understand and communicate the more complex projections
- Multi-tiered entity ownership to illustrate and accommodate the advantages for asset protection and distribution (living trust, family partnerships and foundations, private LLCs)
And, as IAS has integrated the portfolio side of your business with the planning, we pay attention to the impact of all transactions on the client’s balance sheet, tax and cash flow picture. How does rebalancing affect taxes? Which clients have not made their retirement contributions or taken their RMD withdrawals this year? What is a valid income projection of selected investments?
Portfolio
Monitor your allocation strategies through database alerts and emails, rather than only through the generation of reports. Our stored calculations support a variety of custom views and notices to keep you on top of rebalancing. IAS is ahead of the industry, having already implemented daily time weighted returns (a 2010 GIPS requirement).
IAS’s flexible reconciliation tools and shortcuts help you manage the day to day downloading of custodian data. Daily comparisons for cash and position balances help ensure accuracy of data.
Our unique Strategic Solutions Plan combines the client’s planning objectives & risk profile to illustrate the appropriate target allocation versus existing allocation.
Practice Management
IAS’ process management capability combined with its sophisticated patented security technology allows for fine tuned control and management of best practices. Our business intelligence capability provides the ability to slice, dice, analyze and act on the unified data at multiple levels for both marketing and compliance purposes.For more information, please contact:
sales@iassoftware.com