IAA offers a comprehensive custom outsourcing program giving advisors the turnkey 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 client facing activities; you become the client's accessible and knowledgeable advisor.
Discussions of RIA's benefits from using an outsourced Technology and Service program coming soon.