Why Trust IFS?

IFS is the leading provider of automation solutions for Onboarding and Asset Movement. This is why some of the world’s largest brokerage, wealth, banking and insurance companies choose IFS. 

Why IFS?

Leadership Team


Why Our Clients Trust IFS

100% Client Satisfaction

We quickly get to the root of our clients’ problems and are dedicated to developing solutions that work for them. Because of this relentless commitment, we are proud to say that IFS has a 100% client satisfaction rate.

Cost Efficiency 

Save time and money by partnering with an organization that’s done it before. Our comprehensive pre-built solutions for onboarding and asset movement, combined with the power of the IFS Automation Platform, means that we can deliver much quicker and more economically than the competition.

Commitment to Innovation

We are committed to the continuous improvement of our solutions and are constantly expanding our network of partners. As an IFS client, you will benefit by having access to technology that is always on the cutting-edge.

Industry Experience

You will not have to train IFS in your business. The IFS team is comprised of financial services industry veterans, skilled technologists and business process and operations experts. You’ll enjoy working with a team that understands your challenges because our experts have been in your shoes before.

Simple, Intuitive & Practical

IFS was founded on the core belief that even complex automation solutions can and should be easy-to-use. That’s why our solutions were built for the business user, not IT staff. As a result, business users can easily generate and maintain IFS solutions with little reliance on IT or programming staff.



To deliver business process automation that meets or exceeds our clients’ expectations 100% of the time through a relentless commitment to delivering superior solutions, people, services and support.

To be the leader in delivering business process automation by providing the best results and overall experience to the business user, and by allowing our clients to boldly embrace and implement economical change. We will be highly regarded for our exceptional commitment to our clients and employees.


721 Jetton Street, Suite 300
Davidson, NC 28036
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