"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.