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

 
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ONBOARDING

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

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ASSET MOVEMENT

Process advisor or investor-initiated transaction quickly and efficiently.

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MAINTENANCE

Ensure that your teams can manage user accounts with ease.

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TRANSITIONS

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