Integrated Advisor Solutions

Design Axys Custom Reports

Aaron J. Courtney — Thu, 19 May 2016 15:35:21 +0000

If your firm is one of the estimated 3,000 investment management firms using Advent Axys as its primary portfolio management software system, there are actions you can take to increase its value and give your firm greater incentive to remain

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Crafting a Marketing Strategy for Investment Advisors

Aaron J. Courtney — Thu, 06 Aug 2015 20:21:51 +0000

With increased competition coming from all directions, it’s critical now more than ever for investment advisory firms to really define who they are so their target markets will draw the desired conclusions when evaluating potential investment managers. This method of …

The Adversarial Broker/RIA Relationship

Aaron J. Courtney — Fri, 07 Jun 2013 13:00:01 +0000

Earlier this week I was asked what we do at Integrated Advisor Solutions. Of course my first thought was, “Go visit our website.” Instead, I proceeded to explain how our mission is to provide technologically advanced solutions common to the …

Can Dell Reinvent Itself?

Aaron J. Courtney — Wed, 24 Apr 2013 12:00:21 +0000

I received an interesting email from Michael Dell yesterday evening detailing Dell’s ongoing relationship with Integrated Advisor Solutions. We’ve been a Preferred Provider for Dell for many years, so we’ve always had somewhat of an inside track into the company’s …

Deliver Custom Axys Performance Reports

Aaron J. Courtney — Mon, 08 Apr 2013 01:42:42 +0000

We’re big fans of automating as many quarter-end reporting tasks as possible. So when one of our clients approached us last week trying to choose between creating and maintaining a custom Excel spreadsheet or modifying an Advent Axys catalog performance …

Cloud Computing and RIAs

Aaron J. Courtney — Fri, 04 Jan 2013 09:39:45 +0000

I’m old enough to remember the “dumb terminals” and “big iron” used throughout the financial services sector back in the 1980’s and even into the mid 1990’s. Of course, the proliferation of inexpensive personal computers combined with the graphical user …

Investment Advisor Website Redesign

Aaron J. Courtney — Tue, 17 Jul 2012 23:00:39 +0000

Few would debate the notion that we live in a media-driven world today. So when one of our clients approached us to discuss options to redeploy the firm’s website, the topic at the top of our list was media generation. …

Inbound Marketing for RIAs

Aaron J. Courtney — Wed, 16 May 2012 23:00:36 +0000

The global marketing landscape is quietly undergoing a significant transformation due to recent technological trends. We believe this transformation will mandate a paradigm shift be embraced by your firm with respect to its marketing efforts if your firm desires to …

Website Development for RIAs

Aaron J. Courtney — Sun, 01 Apr 2012 23:00:54 +0000

In Social Media for RIAs Part III, I made the case for increasing your firm’s online exposure by driving traffic to your website and allowing viewers to share your website content via their social media use, not your firm’s …

Building Custom CRM Software for RIAs

Aaron J. Courtney — Mon, 26 Mar 2012 23:00:45 +0000

We’ve been fans of Microsoft’s Business Contact Manager product since its launch, even though it was riddled with idiosyncrasies that limited the product’s initial appeal. But the idea of a customizable CRM package operated entirely within Microsoft Outlook was good …