We Handle Tech is IAA’s technology solution both in-house and for our partner firms. We Handle Tech aims to provide a superior experience at an affordable rate. The team offers 24/7 professional support, virus and malware protection, and proactive maintenance and tune-ups so you never have to worry about performance issues.
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.
Orion is a multi-custodian fintech program for advisors that offers integrated and flexible portfolio management technology and a managed account platform. It has been the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses.
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.