Concrete Facade

Interactive Advisory Software

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Founded

2001

HQ

Marietta

United States

North America

Industry Segment

Enabling solutions

Company Status

Operating

Description

Founded in 2001, Interactive Advisory Software is the industry'€žs leading wealth management software company, serving the needs of independent financial advisors and broker/dealers nationwide. From its inception, the motivation behind the company'€žs 'one solution' technology platform has been to help clients manage and grow their businesses with minimum hassle and maximum efficiency. The Interactive wealth servicing software solution combines Portfolio Management, Financial Planning, Customer Relationship Management (CRM), Back Office Services/Reconciliation, Client Access Portals and Rebalancing.

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Interactive Advisory Software

Interactive Advisory Software

Interactive Advisory Software

Interactive Advisory Software

Interactive Advisory Software

Interactive Advisory Software

Interactive Advisory Software

Interactive Advisory Software

Interactive Advisory Software

Interactive Advisory Software

Interactive Advisory Software

Interactive Advisory Software

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