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