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Practice Enhancements

Advisory Services 2017-11-13T21:06:10+00:00

Investacorp Advisory Services (IAS) provides advisors and their clients with a single back-office experience for both commissioned and fee-based assets complete with operational and compliance support. Without losing your own branding, advisors may choose to manage accounts themselves or utilize third-party investment managers.

IAS provides a suite of approved consolidated reporting, financial planning and CRM choices. Our advisors have the freedom to select the technology solutions that best align with their financial resources, technical expertise and client expectations. As a result, our advisors are uniquely positioned to meet the needs of their clients with customized, innovative wealth management solutions.