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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:
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.