For those who want to be at the forefront, BH | IAS gets you there with top-tier technology solutions.
We use industry-leading providers and the expertise of our staff to empower your firm. Your data and your clients always belong to you.
We have designed our technology stack to keep your business safe, secure, and scalable.
Cyber Security IT Services
We provide comprehensive end-to-end Cyber Security and IT infrastructure solutions that provide your firm with best practices and peace of mind. From hardware to software, to cloud networking and redundancies, as well as cyber security protections, we provide a technology infrastructure that promotes RIA firm success. With access to a dedicated IT help desk, you will not need to tackle technology issues on your own.
Portfolio Management Software
We provide access to premium software service suites that free you up to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service enables your firm to deliver a sophisticated, modern client experience:
Access your data from anywhere, at any time
Direct custodial feeds
Customized performance reports and billing statements that save you time and improve client experiences
Manage your business through our user-friendly advisor interface so you can focus on what is most important
Tailor your client experience with an online portal that enables you to manage your branding and the data displayed
Trade Manager and Model Implementor
Create and implement investment models and asset allocation strategies
Efficiently manage your portfolios, time, and staffing
Seamlessly integrate with our Trading Desk for executions and allocations
Financial Planning
Deliver comprehensive financial plans for your clients.
