Automating your Firm with IAS / Workflow

Whether your firm is an RIA or a Broker Dealer, you need efficient operational processes and automation to increase client satisfaction, scale, and firm profitability.  Please join the IAS staff as we demonstrate how to utilize IAS workflows to automate processes within your firm.  Our goal is to illustrate concepts and situations where advisors and staff can use sequenced tasks to automate their core process and service requests in order to achieve higher rates of scalability and client satisfaction.  Traditionally a CRM feature, workflow in the IAS application crosses several functional areas common to an advisor’s practice and brings the benefits of an industry specific CRM and a bundled advisory application. Join us to learn about one of the most comprehensive advisor wealth management platforms on the market that solves for:

Financial Planning
Client Reporting and Client Portals
Trading and Rebalancing
VEO Platform Integration
Streamlining Firm Operations

View this Webinar recording