Interactive Advisory Software interactiveadvisorysoftware.com


Public list: Fin tech ( Fintech ) (12468) Wealth Tech (448) Capital Markets Tech (788)

Founded in 2001, Interactive Advisory Software is the industry‚„s leading wealth management software company, serving the needs of independent financial advisors and broker/dealers nationwide. From its inception, the motivation behind the company‚„s ‚…"one solution‚‚ technology platform has been to help clients manage and grow their businesses with minimum hassle and maximum efficiency. The Interactive wealth servicing software solution combines Portfolio Management, Financial ...Show all

Founded in 2001, Interactive Advisory Software is the industry‚„s leading wealth management software company, serving the needs of independent financial advisors and broker/dealers nationwide. From its inception, the motivation behind the company...Show all

Company (Acquired)

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1110 Northchase Parkway
Suite 250
Marietta, 30067
Georgia, United States

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Total Funding Date of Last Funding
Interactive Advisory Software $13.6M Sep 17, 2012

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Investors

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Patents

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