The Power of ONE Unified Solution
Solution 360°is the only unified wealth management solution that encompasses all aspects of relationship management, client communications, practice management, financial planning, portfolio management, and practice improvement.
Attract and Retain Affluent ClientsSolution 360° allows PRECISION MARKETING. IAS enables you to create targeted marketing
campaigns, pursue cross-selling opportunities, and provide excellent customer service.
- Maintain a 360° view of client details and uncover hidden opportunities
- Grow clients' assets, confidence, and trust
- React quickly to rapid changes in market conditions
With the outstanding combination of our comprehensive solution and your extensive expertise,
IAS enables you to eliminate risks while simultaneously and substantially growing your business.
- Set proactive alert conditions and alarm thresholds
- Notify clients of changing financial strategies
- Stay on target with established goals
Supported by a relational database containing client goals, tax and cash flow items, assets, liabilities
and insurance, Solution 360° provides a holistic perspective, comparing current and future goals.
- Create planning scenarios based on cash flow and client goals
- Integrate financial planning and portfolio management seamlessly
- Calculate multi-year net worth, cash flow, and tax projections
Solution 360° can help you manage mutual funds, equities, fixed income, mortgage-backed securities,
alternative investments, and more through seamless integration with financial institutions.
- Download automatically from virtually any source
- Price securities daily for accurate reporting and calculations
- Aggregate account positions from unmanaged sources
- Store historical prices, distributions, and performance histories
Solution 360° provides a customizable search engine that allows you to find the information you
need quickly and generate high quality client presentations and reports efficiently.
- Print or export customizable lists for detailed analysis
- Manage and share client documents securely
- View customizable lists for quick analysis
- Merge data with Office™ and Crystal Reports™
Solution 360° minimizes laborious, administrative tasks that take you away
from activities that bring measurable benefits to your clients.
- Maintain regulatory compliance
- Manage advisors effectively
- Eliminate duplication of effort
- Remove technology headaches
Given that market trends show increasing acceptance and adoption of internet-enabled solutions,
advisors are embracing these compelling drivers behind this trend. Solution 360° enables you to:
- Eliminate specialized, in-house technology support and expensive ownership costs
- Provide a full range of services to adequately support your wealth management team
- Rely on a seamlessly integrated solution provider with a single point of accountability
- Obtain new tools and technologies while avoiding large up-front capital investments
- Create secure and personalized Solution 360° sites for client and advisor access
Interactive Advisory Software is the only INDEPENDENT FIRM solely focused on providing the
INDEPENDENT ADVISOR with a fully integrated hosted or self-managed solution.
At IAS, our utmost priority is to respect and protect you and your clients' confidential information.
The security and availability of our hosted (ASP) service is paramount. Our most important asset
is our relationship with you.
For more details, download our latest Solution 360° brochures:
Solution 360° - Overview
For more information, please contact:
sales@iassoftware.com
