2015 NAPFA Fall Conference


Visit IAS at the conference and we’ll show you exactly how we can help!

October 20th – October 23rd
Booth #112
JW Marriot, Indianapolos, IN


Listen to a presentation that compares the IAS Platform to individual point solutions and makes a case that recent technology consolidations validate this trend. We’ll explain how the overall RIA workflow fits the technology and services picture.

Wednesday, October 21st from 12:15 – 12:45 P.M.
Griffin Hall Tech Demo Area
“Platforms vs. Point Solutions – How to Simplify Your Technology”

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Learn from seasoned planner and IAS user Don Duncan of D3 Financial Counselors as he presents to new and existing advisors his lessons on selecting technology for every aspect of the advisory practice. Learn lessons from a peer on hardware, website/marketing, wealth management software, and how to best organize your requirements to arrive at the best selection. (This is not an endorsement for any particular software.)

Thursday, October 22nd from 9:45 – 10:35 A.M.
“Practice Foundation: Technology”

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