With IFS’s Onboarding Solutions, your firm can transform the tedious process of onboarding into a highly efficient and competitive advantage. By offering the most streamlined, cutting-edge tools for onboarding, you’ll attract both talented advisors and high-value investors. IFS’s Onboarding Solutions have been used for over 15 years by some of the world’s largest brokerage and wealth firms.
COO, WEALTH MANAGEMENT DIVISION
"IFS' Onboarding Solution jump-started our objective of becoming a more agile, lean organization - one with transparency to measure and improve performance."