Interactive Advisory Software answers the call of wealth managers nationwide for a unified wealth management system that empowers them to spend more time interacting with clients, and less time on non-revenue-producing activities.

The interactive wealth servicing software solution combines portfolio management, financial planning, customer relationship management (CRM), back office services/reconciliation, client access portals and rebalancing.

Everything located in one database. Everything built on one platform. And your data and programs are always just one click away.

At a time when clients are demanding more information and more of your time, and you’re being asked to provide more transparency, our solution enables you to deliver more—and in the most client-focused manner possible.