• IFS

'Tis the Season: IFS Highlights from 2018


As another year comes to a close, we are pausing to reflect on the highlights, challenges, acheivements and lessons learned from 2018. 2018 was an exciting year filled with expansion and innovation for IFS, and we are grateful to our clients, partners and employees who made it another successful year. In this post, we are sharing our top highlights from 2018. Feel free to comment with your highlights from the year.


Incredible Growth

We had the opportunity to welcome several new clients to the IFS family this year. We are honored that Advisor Group, FutureAdvisor, CUNA, Garretson Resultion Group, Vantis and Yodlee have chosen to partner with us on their journey of digital transformation in 2018 and beyond. We are also proud of the continued innovation our longstanding clients have explored and achieved in the past year.


Engagement With Our Clients

Between our Spring Client Training and Propel 2018, our second annual in-person user group meeting, we were able to stay in touch with our clients in new ways this year. We also launched our virtual user group in 2018, which allows clients to exchange ideas, stay up to date on industry news and IFS product enhancements--all virtually! We are looking forward to continuing all of these in 2019....stay tuned for dates!


Product Enhancements

Speaking of product enhancements, our product and development teams launched several exciting new features this year. From advanced advisor onboarding capabilities and new integrations to new document storage options, we've been able to do some pretty cool stuff to our platform to make it even better for our clients and their advisors and staff.


The Year of the Customer

2018 was deemed "the year of the customer experience" across industries, and we saw that trend first-hand. This year, we've remained committed to and made strategic investments to promote digital enablement for your consumer's needs. Our consumer site, which connects investors directly to their advisors and your organization, continues to be in high-demand.


Launch of the IFS Knowledge Base

The IFS Knowledge Base team worked hard to launch our brand new documentation site in the Fall. In addition to a snazzy new look, the IFS Knowledge Base offers exciting features such as simplified content organization structure, enhanced search capabilities and content displays. We've been delighted by the positive feedback our clients have provided on this new resource so far!


Thanks again to our clients and partners for another amazing year! We are looking forward to uncovering new innovations and transformations in 2019.

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