Integrated Advisor Solutions
  • Technologyreduce costs
  • Operationsincrease efficiency
  • Marketingincrease AUM
  • Discusssionsour ideas
  •
    LinkedIn
  •
    Twitter
  •
    RSS
  •
    Email
  • Home
  • /quotes
  • /Paul Muzzey Capital Quote
”“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

Cost Basis Reconciliation → ← Debbie Cunningham Provident Quote

  • Recent Discussions

    • Design Axys Custom Reports

      If your firm is one of the estimated 3,000 investment management firms using Advent Axys ...

      Read more →

    • The Adversarial Broker/RIA Relationship

      Earlier this week I was asked what we do at Integrated Advisor Solutions. Of …

      Read more →

    • Can Dell Reinvent Itself?

      I received an interesting email from Michael Dell yesterday evening detailing Dell’s ongoing relationship …

      Read more →

    • Deliver Custom Axys Performance Reports

      We’re big fans of automating as many quarter-end reporting tasks as possible. So when …

      Read more →

    • Cloud Computing and RIAs

      I’m old enough to remember the “dumb terminals” and “big iron” used throughout the …

      Read more →

    • Inbound Marketing for RIAs

      The global marketing landscape is quietly undergoing a significant transformation due to recent technological …

      Read more →

  • Recent Work

    • Crafting a Marketing Strategy for Investment Advisors
    • Investment Advisor Website Redesign
    • Building Custom CRM Software for RIAs
    • APX Performance Report
    • A Custom Axys Performance Report
    • Cost Basis Reconciliation

  • Client Feedback

    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

  • Contact Details

    Integrated Advisor Solutions, LP

    Tel (414) 831-4860
    aaron.courtney@integratedlp.com

  • Solutions for RIAs

    • Advent Axys Consulting
    • Back Office Hosting
    • Back Office Management
    • Disaster Recovery Hosting
    • Managed Online Services
    • Mass Media Marketing

  • Recent Discussions

    • Design Axys Custom Reports
    • The Adversarial Broker/RIA Relationship
    • Can Dell Reinvent Itself?
    • Deliver Custom Axys Performance Reports
    • Cloud Computing and RIAs
    • Inbound Marketing for RIAs
© 2023 Integrated Advisor Solutions, LP