Technology is becoming more of a presence and even a necessity at investment advisory firms nationwide. The Investment Advisor Alliance leverages technology to give advisors a simple and efficient platform to manage their office needs regardless of the number of clients, accounts, or assets under management.
IAA has created several of its own systems, for advisor use and back-office use, to increase efficiency. These systems teamed with the custodial platform's technology provide an easy and accessible interface for advisors to communicate with the home office, enter client trades, and view positions.