August 30, 2016 5:12 AM ET

Software

Company Overview of Interactive Advisory Software LLC

Company Overview

Interactive Advisory Software LLC provides wealth management software for independent financial advisors and broker/dealers in the United States. It offers client portal and reporting, portfolio management, rebalancing and trading, financial planning, and customer relationship management solutions; and 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 report services. The company was founded in 2001 and is based in Egg Harbor Township, New Jersey. As of August 15, 2012, Interactive Advisory Software LLC operates as ...

3393 Bargaintown Road

Egg Harbor Township, NJ 08234

United States

Founded in 2001

Phone:

609-365-5619

Fax:

770-690-0207

Key Executives for Interactive Advisory Software LLC

Chief Executive Officer
Chief Technology Officer
Chief Administrative Officer
General Counsel
Director of Product Management and Support
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

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Date
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No transactions available in the past 12 months.
 

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