|Wealth management platform adds capabilities|
Wealth management solution enhancements include new features to track potential revenue and marketing initiatives.
Interactive Advisory Software (IAS) Offers Product Release 3.4
ATLANTA, GA – December 10, 2007 – Interactive Advisory Software (IAS), the only Unified Wealth Management Solution, is proud to offer its clients enhancements throughout various areas of the software from the portfolio management piece to the workflow feature. “We are excited to roll out Opportunity/Campaign Management, which assists our users in managing their marketing efforts, as well as enhanced Workflow capabilities,” said Linda Grace, Product Manager.
As with every IAS product release, some of the main objectives for launching these enhancements consist of saving customers a great deal of time, and making current processes much simpler through streamlining. Simply put, IAS is dedicated to the continuing process of adding value that really impacts the clients’ operations.
The enhancements range from what may seem like more significant improvements to the simpler ones. One of the most exciting enhancements consists of an opportunity (potential revenue) and campaign (marketing initiatives) management function, which allows users to perform accurate marketing-related tracking, revenue-projecting, and analyzing.
One of the other exciting enhancements was completed on the Workflow function in that users can now access the current status of workflows for a specific household, launch a workflow for one or more households, and notify other participating users in the workflow via e-mail when a task associated with the workflow has been created, is overdue, or has been completed.
Other vital improvements were made on the Portfolio Management module, which expands the creation of models by product as well as asset class, and provides automatic file retrieval from TD Ameritrade and Pershing InfoDirect. IAS has enhanced the Lifetime Planning module, which provides hypothetical illustrations by adding an on-screen graphic capability for retirement cash flow planning and additional on-screen transparencies for asset valuations.
To learn more about these enhancements and many others included in this product release, please feel free to reach the IAS team by visiting www.iassoftware.com or calling 800.821.7355.
About Interactive Advisory Software (www.iassoftware.com)
Interactive Advisory Software (IAS), a subsidiary of Optima Technologies, Inc., offers the first unified, browser-based solution enabling financial advisors to simplify their workload and provide greater service to their clients. IAS caters to the full spectrum of an advisor’s needs, from prospecting for new customers to serving the investing anplanning needs of the most complex clients. The system is built utilizing a consistent, intuitive, visual interface and includes integrated, comprehensive financial planninportfolio management; full-featured client management; transaction/blotter accounting and comreporting; practice management; and electronic downloading of security prices, dividends, transactions and positions. The application components are easily configurable allowing the customer to pick and choose from the core modules.
For Immediate Release
Contact: Joby Moore
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