OUR SOLUTIONS

Your Automation Solutions

IFS offers powerful solutions that automate, integrate, and monitor service requests and business processes. Our pre-built solutions for Onboarding, Asset Movement, Maintenance, and Transitions allow endless opportunities for customization without having to start from scratch. Learn about our individual products below.

ONBOARDING

IFS offers the only complete onboarding solution for the securities and wealth management industries. 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’s Asset Movement Solution enables advisor or investor-initiated transactions to be processed quickly and efficiently.

MAINTENANCE

IFS’s Maintenance Solution allows financial advisors, sales assistants and other operations professionals to manage accounts with ease.

TRANSITIONS

IFS’s Transitions Solution allows you to automate the entire process—from recruitment to client re-papering and every step along the way—making a great first impression to prospective advisors and demonstrating your commitment to innovative advisor and client experiences.

QUICK LINKS
GET IN TOUCH
CONNECT WITH US
721 Jetton Street, Suite 300
Davidson, NC 28036
704-894-9331
info@ifsautomation.com
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