IMPACT FINANCIAL SYSTEMS

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

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.

ONBOARDING

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

ASSET MOVEMENT

Process advisor or investor-initiated transaction quickly and efficiently.

MAINTENANCE

Ensure that your teams can manage user accounts with ease.

TRANSITIONS

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

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.

  • 01

    100% CLIENT SATISFACTION

  • 02

    SIMPLE, INTUITIVE, & PRACTICAL

  • 03

    COMMITMENT TO INNOVATION

  • 04

    INDUSTRY EXPERIENCE

  • 05

    COST EFFICIENCY

2020

Annual User Group

Conference

Visit the IFS Propel website to view all updates on Propel 2020 and past highlights.

OUR LATEST

BLOGS

 QUICK LINKS 
 GET IN TOUCH 
721 Jetton Street, Suite 300
Davidson, NC 28036
704-894-9331
info@ifsautomation.com
AICPA SOC & IFS
©2020 Impact Financial Systems