Articles tagged "InterActive Advisory Software"
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A $3.4-billion, TAMP-owning RIA buys Interactive Advisory Software, removing the VCs and plunking in a CEO
Engineer-by-training Sean Hanlon's unconventional purchase of IAS and its $33 billion of assets administered is worth keeping an eye on
August 20, 2012 at 3:49 AM
Orion wins software accounts of two $1-billion-plus firms - one a broker-dealer and one an RIA
Advance Capital leaves IAS and United Planners gets performance reporting for the first time
July 18, 2011 at 2:46 PM
Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO
The updated user interface was built on the same technology at Gmail and it shows
July 12, 2011 at 3:14 PM
TD Ameritrade will continue to provide free software to breakaways on an ad hoc basis
Tom Bradley takes exception to how the giveaways are characterized
June 17, 2011 at 2:36 PM
One RIA's unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives
Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond
