Wealth management firms gain more control over their advisor transition experience with these three keys to successful transitions.

Introduction The coronavirus pandemic will make lasting changes to how we do business. While business leaders are thinking about how that...

Impact Financial Systems, IFS, announces completion of System and Organization Controls (SOC) 2 Type II Audit examination.

Virtual forms should be replaced with the underlying data that is relevant for each process to liberate people from the tyranny of forms!

COVID-19 Pandemic Response Plan. How IFS is monitoring and handling the situation.

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 Partners with SIGNiX Digital Signatures to Streamline the Digital Signature Process

IFS and A.I. Labs partner to unify business processing automation services and propel across-the-tech-stack efficiencies.

Propel 2019: IFS' 3rd Annual User Conference at BB&T Ballpark Recap

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...

3 Things to look forward to at In|Vest 2019.

Pershing INSITE 2019 Roundup - IFS Participation

4 out of the 5 Top BDs/Networks Choose IFS

IFS in the News: Adds 15 More BDs to the Platform

Takeaways from the InvestmentNews Innovation Summit in NYC. IFS was awarded a finalist in the Advisor Fintech category.

Award season and IFS is winning. Thank you to InvestmentNews and the InvestmentNews Innovation Awards for nominating us.

2019 FTF News Technology Innovation Awards - IFS selected as a finalist

In our post last week, we explored three factors we think will drive industry innovation and decision-making for individual firms in...

Boosting the back-office and igniting innovation

As another year comes to a close, we are pausing to reflect on the highlights, challenges, acheivements and lessons learned from 2018....