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. 

YOUR

AUTOMATION SOLUTIONS

ONBOARDING

Automate account opening and streamline the initial customer experience, from first contact through funding their account.

ASSET MOVEMENT

Process advisor or investor-initiated transaction quickly and efficiently.

MAINTENANCE

Ensure that your teams can manage user accounts with ease.

TRANSITIONS

Help new advisors to simplify the onboarding of their book of business.