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Practice Enhancements

Advisory Services2020-06-30T12:16:05+00:00

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

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