Interactive Advisory Software
Egg Harbor Township
About Interactive Advisory Software
Interactive Advisory Software provides the leading wealth management software-as-a-service (SaaS) solution for financial advisors and wealth managers. IAS’s Solution 360° is the only unified solution to combine portfolio management, financial planning, customer relationship management, rebalancing, client access portals, and back office service all in a single web-based platform. IAS eliminates integration challenges, enabling financial advisors to streamline their practice, enhance client relationships, and attract new clients.
Company Facts
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $10K – $50K
- Total funding: $17.1M
- Funding stage: Early Stage Venture
- Last round: Series B (Jun 2011)
- Website: iassoftware.com
- Phone: 770-951-5448
Industries & Categories
Information Technology, SaaS, Software, Wealth Management
Social Profiles
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