February 28, 2015 8:18 AM ET

Internet Software and Services

Company Overview of Interactive Advisory Software LLC

Company Overview

Interactive Advisory Software LLC provides Web-based wealth management software to independent financial advisors and broker/dealers in the United States. The company offers client portal and reporting, portfolio management, rebalancing and trading, financial planning, customer relationship management, and firm management solutions. It also provides data conversion and reconciliation; performance auditing, reporting, and delivery; billing and invoicing; financial plan input and production; alternative investment statement input; composite reporting; and custom development or reports services. The company was founded in 2001 and is based in Egg Harbor Township, New Jersey. As of August 15, 20...

3393 Bargaintown Road

Egg Harbor Township, NJ 08234

United States

Founded in 2001

Key Executives for Interactive Advisory Software LLC

Chief Executive Officer
Founder and Managing Director
Senior Vice President of Sales and Marketing
Vice President of Finance & Accounting
Chief Technology Officer
Compensation as of Fiscal Year 2014.

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