Articles tagged "InterActive Advisory Software"


HeadlinePublish date

A $3.4-billion, TAMP-owning RIA buys Interactive Advisory Software, removing the VCs and plunking in a CEO

Engineer-by-training Sean Hanlon's unconventional purchase of IAS and its $33 billion of assets administered is worth keeping an eye on

August 20, 2012 — 3:49 AM UTC

Miller/Russell chooses IAS, after considering Advent and Schwab

The $1.3 billion wealth manager is offering new services and felt it couldn't afford to wait for Schwab's new system

February 7, 2012 — 4:35 PM UTC

Orion wins software accounts of two $1-billion-plus firms - one a broker-dealer and one an RIA

Advance Capital leaves IAS and United Planners gets performance reporting for the first time

July 18, 2011 — 2:46 PM UTC

Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO

The updated user interface was built on the same technology at Gmail and it shows

July 12, 2011 — 3:14 PM UTC

TD Ameritrade will continue to provide free software to breakaways on an ad hoc basis

Tom Bradley takes exception to how the giveaways are characterized

June 17, 2011 — 2:36 PM UTC

One RIA's unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives

Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond

June 6, 2011 — 2:57 PM UTC
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