Automate Account Opening and Streamline the Initial Customer Experience From First Contact Through Funding the Account

Transform the Tedious Process of Onboarding into a Highly Efficient & Competitive Advantage

Opening new accounts can be one of your most complicated procedures, with more systems at play and high stakes for advisor retention. Help your agents to delight their clients right from the start. Onboarding creates one efficient process with a single signing experience across all products and owners. Document generation allows for the setup of Asset Transfers, and Account Funding, as simple and intuitive as it should be. Onboarding creates more time and less rework – getting rid of the NIGOs that have been hindering your team. Project trustworthiness and excellence, while ensuring that your financial software makes the right impression on your clients at the crucial outset of your relationship.



"IFS' Onboarding Solution jump-started our objective of becoming a more agile, lean organization - one with transparency to measure and improve performance."



Supports over 50 registration types including basic accounts such as Individual, Entity and IRA, as well as more complex account types like Trust, Complex Entity/Corporation and Shell accounts

Real-time US Postal Service CASS-certified address hygiene and correction capabilities

Integrates fully with CRMs, custodians, record-keeping systems, other internal systems and more

Ability to track, manage and report on SLA adherence

Ability to track and monitor document status and receipt

SEC, FINRA and Patriot Act support, including real-time identity checks and scores

Captures key metrics for volume and processing time by associate, function or department

Electronic work queues, routing and approvals with full transactional visibility to the front and back office

Validation of all appropriate account details via integrated business rules engine

Generates professional client agreements, disclosure packages and all other necessary forms ready for eSignature or local/central print

Simple web-based entry on any device type and any browser, including smartphones, tablets and personal computers

Allows for setup of ACATs and Periodic Distributions as part of the account opening process, including document generation and OFAC checking as required



Eliminates rekeying of data by offering the ability to enter key information once and copy it to other accounts in the household where applicable (even those opened on the same day)

Supports Joint account opening processes with end investors

Improves operational efficiency and team adoption with simple, intuitive interfaces, requiring little to no training

Ensures compliance with government regulations such as KYC and AML

Improves client satisfaction and retention by offering a smooth, modern onboarding process

Orchestrates complex, parallel processes across many people, systems, devices and service delivery channels

Provides the ability to quickly react to rapidly changing regulations and business requirements

End-to-end transactional visibility greatly reduces status calls from the front office to the back office

Reduces costs and dramatically improves cycle times for front and back office processing

Reduces NIGO rates because data is clean and verified upon entry