Interactive Advisory Software (IAS), a provider of an integrated web-based wealth management platform for independent financial advisors and registered investment advisors (RIAs), has introduced Reports 360°, the new reporting tool within its Solution 360° technology.
SaaS-based Reports 360° provides IAS clients with one reporting function that pulls data and information from the entire Solution 360° platform, including portfolio management, financial planning, customer relationship management (CRM) and rebalancing. Solution 360°’s single database becomes a firm-wide data warehouse that drives the fast, seamless creation of the client-facing reports. Firms will have the ability to customize report format, overall layout and content to fit their specific needs. Common tasks such as hiding, adding and moving columns are available to advisors right from their browser.
“Reports 360° provides our firm with the tools to enhance one of the most forward-facing parts of our business,” said Erik Hacker, CLU, ChFc with Capital Analysts of New England. “There are a large number of reports to choose from with new ones being added all the time. The look and feel of the reports is extremely high quality and clients have commented on how professional everything looks. In addition, having the ability to custom tailor the reports to my exact specifications makes the end product that much better. I look forward to continued additions of new reports and even more presentation options for clients.”
IAS provides clients with a library of report templates, as well as an editing tool. Changes can be made firm wide or based on individual client preferences. Simplified report editing enables firms to have their reports match other company material, providing a unified look and feel across all collateral, thus building the firm’s brand.
“Report’s 360° delivers functionality unavailable elsewhere on the market due to the integrated structure of the IAS platform,” said John Philpott, CEO of IAS. “Advisors no longer need to spend significant time on running reports from each individual system and then compiling the data for client presentation. Reports 360° truly leverages the benefits of IAS’s single database design and consolidated approach to wealth management technology.”
About Interactive Advisory Software
Interactive Advisory Software is the developer and distributor of Solution 360˚, a wealth management software application focused on serving the needs of Registered Investment Advisors (RIAs) and Independent Financial Advisors. The company provides an integrated, web-based software solution that allows advisors to deliver a holistic level of service to their clients from a single database. The single platform solution combines portfolio management, financial planning, customer relationship management (CRM), client portals, rebalancing, and reconciliation services. For more information, visit www.IASsoftware.com or call 877-572-6105.