The only complete onboarding solution for the securities and wealth management industries. 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. Onboarding is a unique function that requires coordination and alignment across many departments including front office staff, advisors, administration, operations, finance and marketing. With so many stakeholders in the process, it’s important to have a solution you can trust. IFS’s Onboarding Solutions have been used for over 12 years by some of the world’s largest brokerage and wealth firms.


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.


A faster, more efficient New Account Opening (NAO) process equates to improved client experience and a better bottom line. IFS’s NAO Solution automates account opening and streamlines the client experience from initial contact and set-up to account funding on the relevant systems of record. By opening and funding accounts more efficiently, advisors can focus on what really matters: helping their clients earn returns on their investments suitable to their investment objectives.

IFS offers the most mature, comprehensive NAO solution in the market for a large variety of account types such as Retail Accounts, Managed Accounts and Institutional Accounts. As a result firms enjoy lower implementation costs and shorter implementation timelines. Our NAO Solution is easily customized to meet your firm’s specific policies and procedures and easily integrates with your host systems, including CRMs, record-keeping systems, imaging platforms and more.

As financial services firms continue their efforts to attract and retain top talent, they must have solutions in place to handle the complex process of reviewing and onboarding new financial advisors. IFS’s Advisor Onboarding Solution allows you to automate the entire process—from recruitment to client repapering and every step along the way—making a great first impression to prospective advisors and demonstrating your commitment to innovative advisor and client experiences.



More than ever before, today’s financial services firms are focused on attracting investors through modern operations, advanced technology and premiere services and offerings. As investors switch firms, organizations must be prepared to onboard clients across the investor’s household. IFS’s Client Onboarding Solution greatly simplifies the complex process of onboarding clients with multiple accounts.

721 Jetton Street, Suite 300
Davidson, NC 28036
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