iPipeline Acquires IFS; Expands Insurance and Securities Industry Presence  |                       

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IMPACT FINANCIAL SYSTEMS

Business Process Automation
Solutions Delivered - On Time, On Budget.
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AUTOMATION DELIVERED

IFS is transforming financial service technology, empowering advisors to provide excellent services to their clients, and to increase automation and efficiency. Our solutions provide users with a single, user-friendly environment for straight-through processing and a consistent experience across multiple custodians, because your agents should be busy focusing on relationships, not paperwork.

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ONBOARDING

Automate account opening and streamline the initial customer experience, from first contact through funding their account.

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ASSET MOVEMENT

Process advisor or investor-initiated transaction quickly and efficiently.

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MAINTENANCE

Ensure that your teams can manage user accounts with ease.

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TRANSITIONS

Help new advisors to simplify the onboarding of their book of business.

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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.

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WHY IFS