Process advisor or investor-initiated transactions quickly and efficiently.
The manual work of asset movement can be painfully cumbersome, especially if the transaction includes complicated balance validations, ensuring retirement rules are followed, or compliance policies require additional approvals. Asset Movement integrates with advisory platforms for a web-based, do-it-anywhere system that automates transactions including ACATs, Fed Wires, Check Disbursements, Journals (securities or cash), ACH, Distributions and more. Rest assured with fraud detection and easy integration of different systems like CRMs, third party money managers, and managed accounts. IFS’ Asset Movement helps your team perform reliable transactions more smoothly than ever before.
Backed by an intelligent business process and workflow engine, IFS's Asset Movement enables advisors and operations staff to manage client asset movement requests with...