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.
A multi-module management system designed by Interactive Advisory Software for finance & insurance companies.
Evaluations of Interactive Advisory Software products by market segment:
Get Software Recommendations
For over 15 years, independent software experts have helped more than 200,000 businesses find the right software for their needs. We'd love to help you, too.