IAS is the premier single database, multifunctional software application for independent advisors.

1
IAS is the premier single database,
multi-functional software application for
independent advisors.

• Portfolio Management
• Financial Planning
• CRM
• Client Portals
• Rebalancing
• Back Office Services

2

• CRM
• 360 View of Household
• Workflow Tools Automate Processes
• IASMobile
• Mail E-Mail Merge

• Portfolio Management
• Multiple Custodial Downloads
• TWR and IRR
• Custom Asset Allocation/ Modeling
• Goal Based Proposal
• Bench Marks
• Tax Lot Accounting
• Optional Aggregation of non managed
  accounts

• Portfolio Management
• Cash Flow and Goal- Based
• What If Scenarios
• Retirement, Education, Insurance (LD, LTC),
  Tax, Estate Planning
• Life Time Planning
• Monte Carlo Simulation
• Seamless Integration of Portfolio Planning
  Data

• Back Office
• Download and maintain your data
• Reconcile
• Manage Corporate Actions
• Optional Manual Data Entry Services
• Optional Report Generation - Coming Soon.
• Optional Billing Generation - Coming Soon.

• Client Portals
• Branded
• Vault
• Updated Daily Values
• On Demand Reports

• Rebalancing
• Unlimited of Accounts at One time
• Manage taxes, fees, transaction costs
• Automatic Trade File Generation
• Buy, Sell, swap securities across each model
• Supports stocks, bonds, mutual funds, ETFs and
  alt. Investments

3
A Unified SolutionWhat does this mean to you?

• Lower Operational Costs Through Increased
  Cumulative Efficiencies in Each of the Areas of
  CRM, Portfolio Management, Rebalancing, Back
  Office and Planning
• Eliminate Scalability Concerns
• Enhance Client Servicing Options
• Attract and Retain Higher Net Worth Clients
• Maintain High Levels of Client Satisfaction

4
To Learn More about IAS

• Stop by our Booth 23
• Pick up our interactive Marketing CD
• Go to our website www.iassoftware.com
• Call 800-821-7355 to set up a one-on-one demo
• Email sales_at_iassoftware.com