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Recent Discussions
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Design Axys Custom Reports
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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The Adversarial Broker/RIA Relationship
Earlier this week I was asked what we do at Integrated Advisor Solutions. Of …
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Can Dell Reinvent Itself?
I received an interesting email from Michael Dell yesterday evening detailing Dell’s ongoing relationship …
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Deliver Custom Axys Performance Reports
We’re big fans of automating as many quarter-end reporting tasks as possible. So when …
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Cloud Computing and RIAs
I’m old enough to remember the “dumb terminals” and “big iron” used throughout the …
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Inbound Marketing for RIAs
The global marketing landscape is quietly undergoing a significant transformation due to recent technological …
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Recent Work
Client Feedback
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