IAA offers a comprehensive custom outsourcing program giving advisors the scale to provide their clients robust wealth management services. Using our Turnkey Advisor Platform you engage a single vendor for all your infrastructure and back-office needs.
Our technology platform creates a single access-point for all your needs. Completely web-based, Advisor Desktop is available anywhere you have internet access - including your mobile devices.
Experienced support staff assist in all administrative functions limiting your need for an assistant or other employees. We provide for all standard applications and service providers eliminating the need for you to spend time searching for and working with email providers, hosting, reporting, or custodians.
The greatest asset you have to offer your clients is your time and expertise. Being able to cost-effectively outsource the non-revenue generating and non-client facing activities; you become the client's accessible and knowledgeable advisor. We give you options to run a business that fits you, your situation, and your goals.
Operations as a Service
OaaS/PaaS - Operations or Platform as a Service - We bring not only the technology and infrastructure to run your business but we provide the middle and back office layers for your firm to create Expandable Capacity, enabling you to provide a world class experience for your clients.
The IAA Platform can help you with:
Rebalancing and Trading
Model Portfolios, Custom Portfolios, or Your Portfolios
Account Administration and Billing
The IAA Platform can include advisor infrastructure:
Custodian Options - TD Ameritrade, Fidelity, or Schwab
Two-Way Portal to Track Everything
The IAA Platform offers advisor technology: