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Interactive Advisory Software

A developer of business management software.

Speak with a Interactive Advisory Software provider

Interactive Advisory Software, Inc. provides comprehensive business software solutions to financial advisors.

Interactive Advisory Software is the only fully-integrated, web-based portfolio management, financial planning and client management system available today. IAS was developed for advisors, by advisors.

IAS is a subsidiary of Optima Technologies, Inc. which has provided custom software and staffing solutions since 1989. Optima’s solutions include ExSellence™, an award-winning, feature-rich customer relationship management (CRM) system; Opti-InSight™, a business intelligence and decision support system; and a number of industry-specific solutions in the health care, professional staffing, financial services, and information technology markets.

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