AUTOMATION DELIVERED
IFS delivers high-performance business process automation solutions that meet your unique needs through a combination of our best-in-class solutions, technology and services.
IFS BLOG
View the IFS blog for more information on industry trends, news, and conferences.
ONBOARDING
Whether your firm is looking for a solution to onboard new financial advisors with multiple accounts or streamlined capabilities to open new retail, institutional or managed accounts, IFS can help you simplify and automate the process.
ASSET MOVEMENT
IFS’ Asset Movement Solution enables advisor or investor-initiated transactions to be processed quickly and efficiently.
MAINTENANCE
IFS’ Maintenance Solution allows financial advisors, sales assistants and other operations professionals to manage accounts with ease.
TRANSITIONS
Transitions allows you to automate the entire process—from recruitment to client re-papering—making a great first impression to prospective advisors and demonstrating your commitment to innovative advisor and client experiences.
