IFS
Is there a way to move to a new firm that isn’t a grueling task for you and your client?
Wealth management firms gain more control over their advisor transition experience with these three keys to successful transitions.
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IFS
- Jun 4, 2020
Why a Crisis is the Right Time to Upgrade Your Account Opening System
Introduction The coronavirus pandemic will make lasting changes to how we do business. While business leaders are thinking about how that...
IFS
- Apr 14, 2020
IFS Announces SOC 2 Type II Audit Certification
Impact Financial Systems, IFS, announces completion of System and Organization Controls (SOC) 2 Type II Audit examination.
IFS
- Mar 23, 2020
Data is Driving Our Future So Leave the Forms Behind
Virtual forms should be replaced with the underlying data that is relevant for each process to liberate people from the tyranny of forms!
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- Mar 18, 2020
IFS Pandemic Response Plan
COVID-19 Pandemic Response Plan. How IFS is monitoring and handling the situation.
IFS
- Jan 22, 2020
IFS at FSI’s OneVoice 2020
IFS will be on the West Coast for FSI’s #OneVoice2020 in San Diego next week. Read more to see what we are most looking forward to at...
IFS
- Jan 16, 2020
IFS Partners with SIGNiX to Streamline the Digital Signature Process
IFS Partners with SIGNiX Digital Signatures to Streamline the Digital Signature Process
IFS
- Dec 11, 2019
IFS Joins A.I. Labs' Platform to Unify Business Processing Automation Services
IFS and A.I. Labs partner to unify business processing automation services and propel across-the-tech-stack efficiencies.
IFS
- Oct 22, 2019
Propel 2019: 3rd Annual User Conference Recap
Propel 2019: IFS' 3rd Annual User Conference at BB&T Ballpark Recap
IFS
- Jul 25, 2019
Recapping In|Vest 2019
From the podcast stage to live demos and panels full of the biggest names in the industry, In|Vest 2019 was the place to be last week for...
IFS
- Jul 9, 2019
Be Our Guest at In|Vest: 3 Things to Look Forward to at In|Vest 2019
3 Things to look forward to at In|Vest 2019.
IFS
- Jun 21, 2019
Scorching Temps, Sizzling Tech: Pershing INSITE 2019 Roundup
Pershing INSITE 2019 Roundup - IFS Participation
IFS
- May 16, 2019
The Results are in... 4 of the Top 5 BDs/Networks Choose IFS
4 out of the 5 Top BDs/Networks Choose IFS
IFS
- May 8, 2019
IFS in the News: Adds 15 More BDs to the Platform
IFS in the News: Adds 15 More BDs to the Platform
IFS
- Apr 24, 2019
Our Takeaways from the InvestmentNews Innovation Summit
Takeaways from the InvestmentNews Innovation Summit in NYC. IFS was awarded a finalist in the Advisor Fintech category.
IFS
- Mar 7, 2019
Award Season is in Full Swing and IFS is #WINNING
Award season and IFS is winning. Thank you to InvestmentNews and the InvestmentNews Innovation Awards for nominating us.
IFS
- Feb 14, 2019
IFS Selected as Finalist for FTF News Technology Innovation Awards
2019 FTF News Technology Innovation Awards - IFS selected as a finalist
IFS
- Jan 17, 2019
Alexa, How's My Retirement Account Doing?
In our post last week, we explored three factors we think will drive industry innovation and decision-making for individual firms in...
IFS
- Jan 10, 2019
2019: Boosting the Back-Office and Igniting Innovation
Boosting the back-office and igniting innovation
IFS
- Dec 19, 2018
'Tis the Season: IFS Highlights from 2018
As another year comes to a close, we are pausing to reflect on the highlights, challenges, acheivements and lessons learned from 2018....