ABOUT

ONBOARDING

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

TESTIMONIAL

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

NEW ACCOUNT OPENING (NAO)

NEW ACCOUNT OPENING

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.

ADVISOR ONBOARDING

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.

CLIENT ONBOARDING

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.

KEY

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BENEFITS

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