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Articles tagged "InterActive Advisory Software"


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Sean Hanlon: It previously was VC-backed. We have it in our blood. We're owner-operators.

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 at 3:49 AM

Joseph Theisen was looking for better CRM and more customized reports.

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 at 2:46 PM

John Philpott: We think we have a pretty unique value proposition with the single consolidated platform and single consolidated database

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 at 3:14 PM

Tom Bradley: It’s common practice to give pieces of tech to advisors coming on to a platform.

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 at 2:36 PM

Benjamin Baldwin: I did my August monthly statements for my clients, had them up on the website by the first week of the month, and they were already completely out of date!

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 at 2:57 PM

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