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.
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.
Transitions allows you to automate the entire process—from recruitment to client re-papering—making a great first impression to prospective advisors and demonstrating your commitment to innovative advisor and client experiences.
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.