Designed for the Way You Work
IAS’ unique unified wealth management practice solution was designed together with several of the Nation’s top independent wealth management firms with the mandate for:
- a web-hosted solution for “office anywhere” that ensures a secure data environment available 24/7
- a system to support client and external advisor collaboration
- alerts and views which help them to recognize client opportunities and exceptions without the burden of updating and running reports
IAS has successfully implemented the advisory board’s original mandate and much, much more.
It works the way you work - unifying planning, portfolio management, practice management and CRM into a web-based solution.
From a single intuitive application you have the ability to plan, view, manage, report on, & communicate all your client details. IAS allows you to view the information from any perspective you require including the individual, the family, key holdings or all clients in aggregation.
IAS empowers your firm to cater to the complexities of high net worth clients without sacrificing the ease of dealing with less complicated customers.
IAS’ enterprise strength solution scales from the smallest firm to the largest institution.
For more information, please contact:
sales@iassoftware.com