ABOUT US

Learn why some of the world's largest brokerage, wealth, banking, and insurance companies trust IFS.

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CAREERS

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LEADERSHIP

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OUR NETWORK

OUR CLIENTS

TRUST US

 

"IFS' Onboarding Solution jump-started our objective of becoming a more agile, lean organization - one with transparency to measure and improve performance."

COO, WEALTH MANAGEMENT DIVISION

HOW DO WE DO IT?

The world is changing faster than wealth management technology, so we provide the experts and tools that power the modernization and automation of complex, highly-regulated processes. We partner closely with our customers to help them craft a modern experience for their advisors and their advisors' clients. Since we bring solution-specific software and over 15 years of experience, we do it faster -- with less overhead and proven ROI.

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OUR VISION

To work alongside our partners as the guide to a world where business is done better, where expertise illuminates the path, technology revolutionizes productivity, and where process leads to business success.

 

OUR

CLIENTS

 

OFFICIAL

PARTNERS

 
 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