Integrated Advisor Solutions » quotes

Paul Muzzey Capital Quote

anonymous — Thu, 15 Jan 2009 08:17:48 +0000

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…

Debbie Cunningham Provident Quote

anonymous — Thu, 15 Jan 2009 07:36:24 +0000

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…

Lynn Vorbeck Northern Oak Quote

anonymous — Thu, 15 Jan 2009 07:35:19 +0000

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…

Carl Smith Provident Quote

anonymous — Thu, 15 Jan 2009 07:33:57 +0000

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)

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Anne Kurtz Quote

anonymous — Thu, 15 Jan 2009 04:38:46 +0000

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…

Ameet Kamath Quote

anonymous — Wed, 14 Jan 2009 19:14:08 +0000

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…