OUR SOLUTIONS

IFS offers powerful solutions that automate, integrate, and monitor service requests and business processes. Our pre-built solutions allow endless opportunities for customization without having to start from scratch. 

ABOUT US

Learn why our solutions work

YOUR

AUTOMATION SOLUTIONS

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.

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