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    Is there a way to move to a new firm that isn’t a grueling task for you and your client?
    IFS
    • Sep 8, 2020

    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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    Why a Crisis is the Right Time to Upgrade Your Account Opening System
    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...
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    IFS Announces SOC 2 Type II Audit Certification
    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.
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    Data is Driving Our Future So Leave the Forms Behind
    IFS
    • Mar 24, 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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    IFS Pandemic Response Plan
    -
    • Mar 18, 2020

    IFS Pandemic Response Plan

    COVID-19 Pandemic Response Plan. How IFS is monitoring and handling the situation.
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    IFS at FSI’s OneVoice 2020
    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...
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    IFS Partners with SIGNiX to Streamline the Digital Signature Process
    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
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    IFS Joins A.I. Labs' Platform to Unify Business Processing Automation Services
    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.
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    Propel 2019: 3rd Annual User Conference Recap
    IFS
    • Oct 22, 2019

    Propel 2019: 3rd Annual User Conference Recap

    Propel 2019: IFS' 3rd Annual User Conference at BB&T Ballpark Recap
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    Recapping In|Vest 2019
    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...
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    Be Our Guest at In|Vest: 3 Things to Look Forward to at In|Vest 2019
    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.
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    Scorching Temps, Sizzling Tech: Pershing INSITE 2019 Roundup
    IFS
    • Jun 21, 2019

    Scorching Temps, Sizzling Tech: Pershing INSITE 2019 Roundup

    Pershing INSITE 2019 Roundup - IFS Participation
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    The Results are in... 4 of the Top 5 BDs/Networks Choose IFS
    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
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    IFS in the News: Adds 15 More BDs to the Platform
    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
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    Our Takeaways from the InvestmentNews Innovation Summit
    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.
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    Award Season is in Full Swing and IFS is #WINNING
    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.
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    IFS Selected as Finalist for FTF News Technology Innovation Awards
    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
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    Alexa, How's My Retirement Account Doing?
    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...
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    2019: Boosting the Back-Office and Igniting Innovation
    IFS
    • Jan 10, 2019

    2019: Boosting the Back-Office and Igniting Innovation

    Boosting the back-office and igniting innovation
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    'Tis the Season: IFS Highlights from 2018
    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....
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