Realize your vision with our
Unified Wealth Management Practice Solution.

IAS provides Independent Wealth Management practices with leading-edge technology solutions that were previously only available to the largest firms.

All of the critical applications you need to manage your practice – Financial Planning, Portfolio Management, and CRM, plus a Client Portal – are seamlessly unified. Everything accesses a single database. Everything was built from the ground up to work together smoothly.

And, because our Web-based solution creates a “virtual office,” you can access your data and programs anytime, anywhere with an Internet connection.

It’s scalable – You can easily add users and features. IAS' Solution 360° is far superior to multiple licenses, multiple support arrangements and no integration of data or non-unified attempts to integrate disparate applications. And there’s no need for middleware, integration services, database or server maintenance.

The result? You can work more efficiently and effectively, providing the kind of top-notch professional services that will attract and retain profitable client relationships.