Wade Waller
Corporate Officer/Principal at Interactive Advisory Software, Inc.
Wade Waller active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
Career history of Wade Waller
Training of Wade Waller
| Georgia Southern University | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Undergraduate Degree | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Consumer Services | 2 |
| Technology Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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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