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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 complete snapshot of where they stand today, compared against current and future goals.
Daily pricing and transaction downloads keep your client positions current for planning and for daily management. Using the unique Lifetime Planning modeling tool you can illustrate unlimited planning strategies for presentation to your client.
IAS handles not only the standard reports and analyses demanded of all financial planning software, but is also the most advanced solution available for addressing the many What Ifs of financial planning.
IAS enables you to manage taxes, cash flow, net worth, retirement planning, college funding, estate planning, capital needs and more.
IAS provides flexible pre-defined templates to help you manipulate and reallocate all of your clients’ financial investments. In a matter of minutes you can determine whether you are managing your clients’ finances at an optimal level.