Interactive Advisory Software Partners with Smarsh to Assist Financial Advisors with Social Media Communication Compliance Hot

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Interactive Advisory Software (IAS), a provider of a consolidated wealth management software application for independent financial advisors and RIAs, has partnered with Smarsh to help advisors manage the retention and supervision of social media-related communications.


The IAS Social Media Solution provides the governance, security, compliance and policy controls, enabling the capture, preservation, search, supervision and production of communication from  Facebook, LinkedIn and Twitter and other social media platforms, regardless of the device used to make the posts. The solution uses a combination of multiple technological message capture approaches, including proxy and application programming interface (API), according to an IAS press release.



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