ABOUT

ASSET MOVEMENT

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...

1

DECREASED

CYCLE TIMES

2

END-TO-END

TRANSNATIONAL

VISIBILITY

3

INCREASED

ACCURACY

KEY

FEATURES

YOUR

BENEFITS

 
 
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721 Jetton Street, Suite 300
Davidson, NC 28036
704-894-9331
info@ifsautomation.com
AICPA SOC & IFS
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