Leading Practice Management
Practice Intelligence
- View Comprehensive Client Information
- Synchronize IAS with Microsoft Outlook
- View Customizable Lists for Quick Analysis
- Enable Best Practices for Improving Firm Results
- Print or Export Customizable Lists for Detailed Analysis
- Manage and Share Client Documents and Presentations Securely
- Create Secure and Personalized Site for Client and Advisor Access
- Prepare Client Invoices Using Highly-Flexible, Integrated Billing
- Integrate Practice With Planning and Portfolio Seamlessly
- Generate Client Presentations "as of" any Date or Period
- Send, Receive, and Track Email for Clients and Contacts
- Share and Assign Appointments and Tasks
- View Up-To-Date Financial Summary and Cash Flows
- Provide Internet Access to Client Data and Presentations
- Access Electronic Documents and Presentations Securely
- View Up-To-Date Values for all Downloaded Accounts and Positions
- Utilize Financial Calculators Linked to Planning Goals
- Modify Existing Client Lists and Screen Layout
- Maintain a 360° View of Each Client and Household
- Integrate Calendar With Client Assets and Insurance Data
- Email Interface to End-User Mail Service (Exchange/POP)
- Create Personal Contacts List (Non-Client)
- Create Advisor Contacts List (Non-Client)
- Assign and Notify Tasks to Clients, Staff, and Advisors
- Create Appointments and Associate With Clients or Advisors
- Set Alerts and Alarms for Virtually Any Situation
- Create Encounters for Every Type of Client Contact
- Combine Separate Clients Into One Household
- Split Client Assets Into Separate Households
- Create Notices/Reminders for Virtually Any Situation
- Share Client Information Between Advisors
- Create Lists for Upcoming Important Events
- Setup Clients as Household/Company/Affinity Group
- Create Unlimited Number of Households
- Change Prospect to Active Client Effortlessly
- Create Unlimited Number of Household Members
- Transfer Clients From One Advisor to the Next
- Create Unlimited Number of Notes
- Create Special Codes for Client Segments/Profiles
- Monitor Date-Sensitive Issues At Any Interval
- Notify Individual or Group Instantly Of Target Situation
- Create Client Holdings Reports
- Manage Advisors Through Tiered Reporting
- Classify Accounts/Assets by Trading Discretion
- Maintain Compliance With Secure Document Storage
- Review Management Fees Based on Trading Discretion
- Create Trade Blotters (Based on Relationship to Firm)
- Create Product Cross Index (Sorted by Any Product)
- Support Prospects and Clients of All Types
- Integrate with Microsoft Office Suite Applications
- Enter Unlimited Contact Information for Each Household
- Create Mass Mailings Through Custom Mail Merge Documents
- Manage and Automate Office Workflow and Business Processes
- Attach Documents/Presentations to Client Records for Easy Retrieval
- Interface to Scanning Software to Attach Documents to Client Records
- Create and Maintain Reoccurring Tasks and Appointments
- Track Client Holdings by Account/Asset Class/Category
- Create and Manage Marketing Campaigns Effectively
- Create Appointments for Groups of Advisors/Staff
For more details, download our latest Practice/CRM brochure:
Solution 360° - CRM
For more information, please contact:
sales@iassoftware.com
