Interactive Advisory Software

Interactive Advisory Software provides wealth management software-as-a-service solutions for financial advisors and wealth managers. Put simply, it is about managing your IT, from help desk to infrastructure, as an outside partner.

It makes the most sense for small and mid-sized companies. Alongside the main category they mention Wealth Management. They are a mid-sized team, 51 to 200 people, which usually shapes who they work with.

Interactive Advisory Software is based in Egg Harbor Township, New Jersey and around since 2001. You can read more at iassoftware.com.

Our checklist for this category: response SLAs, onboarding, and what is billed per hour. A short pilot with your real data tells you more than any demo.

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