MARIETTA, GA – Interactive Advisory Software Inc., a company selling a wealth management software program to independent financial advisors, has raised a $1 million mixed offring of shares, debt and options, according to a regulatory filing.
The company disclosed the funding in a filing with the U.S. Securities and Exchange Commission.
A single unnamed investor is cited in the filing.
The company says its product helps independent financial managers streamline their operations with comprehensive information and management tools.
According to the company’s Web site, its IAS Solution 360 degrees combines portfolio management, financial planning, customer relationship management, back office services, client access portals, and rebalancing.
The firm has not yet responded to TechJournal South’s request for an interview.
Online: www.issoftware.com
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