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Wade Waller
Corporate Officer/Principal chez Interactive Advisory Software, Inc.
Postes actifs de Wade Waller
Sociétés | Poste | Début | Fin |
---|---|---|---|
Interactive Advisory Software, Inc.
![]() Interactive Advisory Software, Inc. Packaged SoftwareTechnology Services Interactive Advisory Software, Inc. provides web based wealth management software solutions. It offers Solution 360?, a wealth management software application which focuses on serving the needs of registered investment advisors and independent financial advisors. The firm also offers financials planning, portfolio and customer relations ship management, reconciliation, rebalancing and trading and client portal and reporting services. The company was founded by David W. Grace in 2001 and is headquartered in Egg Harbor, NJ. | Corporate Officer/Principal | 01/01/2001 | - |
Historique de carrière de Wade Waller
Formation de Wade Waller
Georgia Southern University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Opérationnelle
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sectorielle
Consumer Services | 2 |
Technology Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Interactive Advisory Software, Inc.
![]() Interactive Advisory Software, Inc. Packaged SoftwareTechnology Services Interactive Advisory Software, Inc. provides web based wealth management software solutions. It offers Solution 360?, a wealth management software application which focuses on serving the needs of registered investment advisors and independent financial advisors. The firm also offers financials planning, portfolio and customer relations ship management, reconciliation, rebalancing and trading and client portal and reporting services. The company was founded by David W. Grace in 2001 and is headquartered in Egg Harbor, NJ. | Technology Services |
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