AUTOMATION DELIVERED

Our solution is product, people, and process. With industry expertise, we can automate processes that seamed unfeasible, advise clients on the best strategies, and create solutions adapted to clients needs - saving time, money and headaches.

ONBOARDING

IFS offers the only complete onboarding solution for the securities and wealth management industries. Whether your firm is looking for a solution to onboard new financial advisors with multiple accounts or streamlined capabilities to open new retail, institutional or managed accounts, IFS can help you simplify and automate the process.

ASSET

MOVEMENT

IFS’s Asset Movement Solution enables advisor or investor-initiated transactions to be processed quickly and efficiently.

MAINTENANCE

IFS’s Maintenance Solution allows financial advisors, sales assistants and other operations professionals to manage accounts with ease.

TRANSITIONS

IFS’s Transitions Solution allows you to automate the entire process—from recruitment to client re-papering and every step along the way—making a great first impression to prospective advisors and demonstrating your commitment to innovative advisor and client experiences.

ONBOARDING

THE

ONBOARDING EXPERTS

How can we help? IFS offers the only complete onboarding automation solution in the financial services industry. Transform the tedious, regulation-intensive and error-prone process of onboarding and make it a competitive advantage that will help you attract talented advisors and high-level investors, as well as ensure that your onboarding process is efficient and accurate.

OUR LATEST

BLOGS

QUICK LINKS
GET IN TOUCH
CONNECT WITH US
721 Jetton Street, Suite 300
Davidson, NC 28036
704-894-9331
info@ifsautomation.com
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