Our clients can focus on their priorities – portfolio management and client relationships
Because their technology, operations & marketing issues are handled…
Would you like that too?
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
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
We’re pretty strong advocates for using video, over and above the printed word, to help
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
— Carl Smith, Provident Trust Company
— Paul Muzzey, Capital Investment Services of America
— Ameet L. Kamath, Capital Investment Services of America
— Lynn Vorbeck, Northern Oak Capital Management
— Anne Kurtz, Capital Investment Services of America
— Debbie Cunningham, Provident Trust Company
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.