IAS
John Philpott
John Philpott
,
CEO
Atlanta, GA
Exited: 
August, 2012
Acquired by: 
Hanlon Financial

Interactive Advisory Software provides the leading wealth management software-as-a-service (SaaS) solution for financial advisors and wealth managers. IAS’s Solution 360° is the only unified solution to combine portfolio management, financial planning, customer relationship management, rebalancing, client access portals, and back office service all in a single web-based platform. IAS eliminates integration challenges, enabling financial advisors to streamline their practice, enhance client relationships, and attract new clients.

Want to be our next investment? Contact Us