Is Interactive Advisory Software right for your business?

Interactive Advisory Software is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a Interactive Advisory Software demo, technical support, product or pricing information or to simply to compare Interactive Advisory Software with competitive options? Quickly get answers and the information you need.

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 prospects.

For over a decade, Optima has provided award-winning CRM solutions to thousands of users. Optima’s leading CRM functionality is integrated with your IAS financial planning database, facilitating vastly improved client communication and service.

Gain control of the entire client management process:

  • Ongoing Client Management and Interaction
  • Encounter Tracking
  • Calendar, Tasks and Appointments
  • Workflow and Business Process Automation
  • Mail Merge
  • Marketing Campaign Management
  • User-Defined Views

Using IAS CRM tools, you are able to service more clients, more efficiently. You gain an integrated view of contact, transaction and holdings data for effective, personalized client service.

Other Applications

The following applications are designed to work hand-in-hand with Practice Management:

"Practice Management" is part of the Interactive Advisory Software line of products, developed by Interactive Advisory Software.