We Handle Tech: 4 Advisors is IAA’s technology solution for our partner firms. We Handle Tech: 4 Advisors assists you in setting up and maintaining technology for an efficient, secure, and compliant practice. They aim to provide a superior experience at an affordable rate. The team offers 24/7 professional support, virus and malware protection, and proactive maintenance.
Betterment is a robo-advising platform founded in 2010. This platform has changed the financial industry with technological innovation, investing automation, and an intuitive client experience. IAA’s robo solution, Yellow Penguin, is powered by Betterment.
Redtail Technology is a subscription-based Client Relationship Management (CRM) solution. Redtail integrates widely with other popular tools in the financial services industry which helps eliminate redundant data entry and creates consistency across platforms you use daily.
The Black Diamond® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience.
AdvicePay is the leading fee-payment-processing platform designed for financial advisors. AdvicePay simplifies billing by allowing for subscription billing while remaining compliant with custody regulations.