ABOUT

MAINTENANCE

Ensure that your teams can manage user accounts with ease.

Routine servicing and changes are constantly being performed on accounts; so why does each have a separate process? Maintenance finally creates one point of entry and a consistent process for transactions, enabling dozens of client, household, and account data points to be updated with a single request. Updates can now be synchronized across multiple systems, narrowing the to-do list and making the routine things actually have the ease of routine.

CUSTOMIZATION

VISIBILITY

INTEGRATION

KEY

FEATURES

YOUR

BENEFITS

 
 

NOT CONVINCED?

Because advisors and their assistants can handle these requests faster, they can focus more of their efforts on serving clients and revenue-generating activities.

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