Interactive Advisory Software

Interactive Advisory Software (IAS) allows financial advisors to run their business more effectively and maximize client service, automating the entire advisory process.

IAS is the only fully integrated web-based financial planning, portfolio management, and CRM system available.

IAS provides the advisor a 360-degree view of both their clients and their practice. Developed by advisors, for advisors, IAS is the only full-featured solution that enables higher quality, more comprehensive service with minimal time and effort.

Interactive Advisory Software Inc. is a subsidiary of Optima Technologies, Inc.

Financial Planning

Supported by a comprehensive relational database containing client goals, tax, cash flow items, assets, liabilities and insurance, IAS allows you to provide clients with a complete “snapshot“ of where they stand today, compared against current and future goals.

Daily pricing and transaction downloads keep your client positions current for planning and for daily management. Using the unique ”Lifetime Planning“ modeling tool you can illustrate unlimited planning strategies for presentation to your client.

IAS handles not only the standard reports and analyses demanded of all financial planning software, but is also the most advanced solution available for addressing the many ”What Ifs“ of financial planning.

IAS enables you to manage taxes, cash flow, net worth, retirement planning, college funding, estate planning, capital needs and more.

IAS provides flexible pre-defined templates to help you manipulate and reallocate all of your clients’ financial investments. In a matter of minutes you can determine whether you are managing your clients’ finances at an optimal level.

Portfolio Management

IAS allows you to provide accounting, aggregated client reporting and performance tracking at the client level, as well as across your entire firm.

You can efficiently monitor clients, their investments and any activities related to those investments to deliver more personalized service.

Automating these areas of client interaction results in greater productivity for you and your firm, as well as greater service to your clients.

Practice Management

IAS includes a suite of state-of-the-art client relationship management (CRM) tools to enhance your ability to manage workflow and contact data pertaining to your clients and prospects.

For over a decade, Optima has provided award-winning CRM solutions to thousands of users. Optima’s leading CRM functionality is integrated with your IAS financial planning database, facilitating vastly improved client communication and service.

Gain control of the entire client management process:

• Ongoing Client Management and Interaction
• Encounter Tracking
• Calendar, Tasks and Appointments
• Workflow and Business Process Automation
• Mail Merge
• Marketing Campaign Management
• User-Defined Views

Using IAS CRM tools, you are able to service more clients, more efficiently. You gain an integrated view of contact, transaction and holdings data for effective, personalized client service.