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Interactive Advisory Software

A multi‑module management system designed by Interactive Advisory Software for finance & insurance companies.
Questions about Interactive Advisory Software? Call (800) 827-1151 and talk to a software expert now.

Interactive Advisory Software (IAS) allows financial advisors to run their business more effectively and maximize client service, automating the entire advisory process.

IAS is the only fully integrated web-based financial planning, portfolio management, and CRM system available.

IAS provides the advisor a 360-degree view of both their clients and their practice. Developed by advisors, for advisors, IAS is the only full-featured solution that enables higher quality, more comprehensive service with minimal time and effort.

Interactive Advisory Software Inc. is a subsidiary of Optima Technologies, Inc.

Functionality Modules

Portfolio Management IAS allows you to provide accounting, aggregated client reporting and performance tracking at the client level, as well as across your entire firm. You can efficiently…

Financial Planning Supported by a comprehensive relational database containing client goals, tax, cash flow items, assets, liabilities and insurance, IAS allows you to provide clients with a…

Practice Management IAS includes a suite of state-of-the-art client relationship management (CRM) tools to enhance your ability to manage workflow and contact data pertaining to your clients and…

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