If there is one absolutely indispensable element within the typical registered investment advisory firm, it is the firm’s portfolio management software package. This software generally serves as the hub of the entire firm and constitutes the bulk of the firm’s irreplaceable mission critical data.
Custom Reports & Interfaces
If your firm uses Advent Axys or APX, we offer a variety of specialized services designed to leverage your firm’s investment in these platforms. From custom reports to third party interface development efforts, Integrated Advisor Solutions has extensive experience creating solutions to problems commonly encountered in the RIA back office. In fact, key efficiency elements of one custom interface developed for one of our clients were even included in the original Axys/Charles Schwab Point-to-Point Interface released by Advent Software. Our thorough understanding of the RIA business model relative to the heterogeneous back office of the typical RIA is the primary reason we have been referred by major custodians for over 15 years.
Business Process Improvement
If your firm is struggling to maximize the operational efficiency of repetitive tasks, we have the ability to evaluate these processes, your desired workflow, and subsequently create solutions, unique to your firm, that are designed to maximize the capabilities of your installed technology. We have created custom solutions for trading, billing, rebalancing, tax lot management, performance reporting, and other business processes for countless firms that have solved many operational headaches.
For those firms seeking outside expertise and guidance for all things relating to management of their portfolio management back office, we offer our comprehensive systems management package. Unlike other service providers, we offer every one of our clients 24/7/365 support, without the accompanying time clock, for one affordable monthly fee.