One Solution. Infinite Potential.
One Solution. Infinite Potential.
One Solution. Infinite Potential.
One Solution. Infinite Potential.
Client Testimonials
"We were able to provide a holistic approach for our clients thanks to Interactive. We are 100% paperless and even use the portal to deliver reports to clients."
Jeff Bernier,
TandemGrowth Financial Advisors, LLC, Georgia
User Conference – A Success! May 11-12, 2010
IAS received great reviews on the recent User Conference held in Atlanta, May 11-12. We had over 50 attendees, made up of users from all over the country, with varying years of experience on IAS. The first day gave users an update on the positive changes going on at IAS from an organizational standpoint, as well as the many product improvements that have occurred over the last year. In addition, users were excited about the “sneak preview” of the new Reporting Tool. Through several user panels, participants were able to get helpful “best practice” tips and exchange ideas about how to maximize IAS in their offices. Jeff Haines, from Actifi, Inc., a notable advisory consulting firm, presented insights as to how the IAS Workflow tool benefits a practice, using several first-hand experiences of IAS clients.
