The Solution 360? is a wealth management software application focused on serving the needs of registered investment advisors and independent financial advisors.

According to IAS, the web-based technology will allow ELE staff to log-in to the system from any location with internet and with a single client database, advisors can see client information, prepare for client meetings and manage calendars outside of the office.

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ELE Wealth Management president and CEO Ellis Liddell said IAS’s Solution 360 operates as if it was created by an advisor and its functions are very intuitive. The software is also highly scalable and will grow as they grow.

IAS CEO John Philpott said for ELE, the single client database and integrated modules ensure accurate and quick data exchanges and enables staff to provide clients with the thorough, personalized service that attracts and retains high net worth clients.

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