News, Vision & Voice for the Advisory Community


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

Author Heather Underwood July 12, 2011 at 3:14 PM
no description available
John Philpott: We think we have a pretty unique value proposition with the single consolidated platform and single consolidated database

Related Moves

Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 at 1:42 AM

Mentioned in this article:

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina



February 17, 2012 — 9:45 PM

See how Interactive Advisory Software and other mentioned in the article products stack up against about 30 other retirement planning tools on www.retrian.com/compare.jsp . Emphasis in review is made on advanced features related to asset allocation, retirement risk analysis, and optimization.

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