Increase Assets Under Management
Utilize one of IAS's data aggregation partners, like CashEdge, to bring in non-managed financial information from thousands of well-known institutions. These interfaces supplement your regular downloaded information to minimize manual data entry and keep your client’s balance sheet updated. The ability to aggregate all the clients data provides a comprehensive view of the clients entire financial structure. This helps position you strategically with the client and enables the gathering of more assets under management.
For more information, please contact:
sales@iassoftware.com