Heather Underwood

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.

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

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Technology

Tamarac

InterActive Advisory Software

Tandem Growth Financial Advisors

Matt Stroh

John Philpott

Jeff Bernier

Greg Brown

The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.

The Technology section includes unbiased tech reviews, tech-related news, and coverage of tech-related conferences.

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

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

Alex

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July 23, 2020 at 1:42 AM

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

Alex

Related Moves

July 23, 2020 at 1:42 AM

RIABiz Directory

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