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Wealth Management Software Provider Appoints New CEO
Harriet Davies
3 June 2011
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.