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.


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.