Integrated Advisor Solutions

Our clients can focus on their priorities – portfolio management and client relationships
Because their technology, operations & marketing issues are handled…
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Recent Projects

Here are a few projects we have completed on behalf of our clients. Feel free to take a look at how other registered investment advisory firms are using our expertise in technology, operations, and marketing.

Custom CRM Solution

We’ve been fans of Microsoft’s Business Contact Manager product since its launch, even though it

Historical Performance

Using Excel to occasionally reformat Axys reports can be convenient; however, for maximum scalability, we

APX Report for Axys

Recently, we were asked to accompany one of our clients to a local Advent Users

Investment Approach

We’re pretty strong advocates for using video, over and above the printed word, to help

Graphic Design

With increased competition coming from all directions, it’s critical now more than ever for investment

Modern Axys Reports

If you approach the issue from a perspective that uses Axys to feed its data

”“The file looks great!! I successfully uploaded both the daily and month end file to Trust/Rite®. Awesome!!! It looks like we've got it! (created custom pricing interface between Axys® and Trust/Rite® eliminating all manual entry)

— Carl Smith, Provident Trust Company

”“The employees of IAS - it's almost like they're our employees. Even though it's outsourced, it feels like it's insourced.

— Paul Muzzey, Capital Investment Services of America

”“I finally had a chance to download and review the Historical Performance Report that you created. It looks great! (created custom Axys® report to replace manual quarter end report formatting in Excel)

— Debbie Cunningham, Provident Trust Company

”“I am continually impressed by the quality of IAS's work and their uncanny ability to foresee aesthetic and logistical challenges and then systematically overcome them.

— Ameet L. Kamath, Capital Investment Services of America

”“This will make our lives so much easier! Thanks for everything! I've been wishing for this for a long time!! (customized Axys® appraisal to perform operations by security type)

— Lynn Vorbeck, Northern Oak Capital Management

”“I have been with Capital over 25 years, and I can say in all honesty that partnering with IAS was one of the best business decisions we've made.

— Anne Kurtz, Capital Investment Services of America

About IAS

Since 1996, IAS has been a leading provider of technology, operations, and marketing services designed to enable registered investment advisory firms to compete equitably in an ever expanding marketplace. We partner with our clients as an outsourced service provider and give them the technically advanced resources often needed to compete with much larger financial services organizations.