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Wealth Management Software Provider Appoints New CEO

Harriet Davies Editor - Family Wealth Report 3 June 2011

Wealth Management Software Provider Appoints New CEO

Interactive Advisory Software, the provider of the Solution 360˚ software for RIAs, has appointed John Philpott as its chief executive.

Philpott was latterly senior vice president and general manager of S1 Corporation, a Norcross, Georgia-based provider of payments and financial services software. He also helped found Stillpoint Advisors, a wealth management and family office firm.

IAS’ Solution 360˚ software is a single platform combining portfolio management, financial planning, CRM, back-office services/reconciliation, client access portals and rebalancing.

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