IFS
HQ Address
721 Jetton Street, Suite 300, Davidson, NC, 28036, United States
Website Address
Business introduction
Agile. Accelerated. Achievable
Business process automation solutions delivered - on time, on budget
Impact Financial Systems, Inc. (IFS), an iPipeline Company, is the leading provider of business led automation solutions for the financial services and brokerage industry. The company’s automation platform offers a revolutionary approach for allowing business users to automate and maintain complex financial transactions in demanding enterprise environments. The IFS Automation platform is currently deployed in mission critical applications at some of the world’s largest financial institutions.
IFS Solutions
Account Maintenance Solution
Traditionally tedious administrative functions like changing addresses on multiple accounts in a household, updating basic account information across households, or adding associated persons to accounts, can be done quickly and efficiently with IFS’s Account Maintenance Solution. And best of all? Because advisors and their assistants can handle these requests faster,......
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Asset Movement Solution
With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for the critical task of client money movement processing. IFS’s Asset Movement Solution enables advisor or investor-initiated transactions to be processed quickly and efficiently. Backed by an intelligent business process and......
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Managed Accounts Solution
Investment strategies are evolving and many advisors are looking to migrate their commission-based business to a fee-based advisory model. Converting commission-based accounts to fee-based accounts is a growing priority for investment firms today, and IFS's solution for managed accounts automates the conversion process. With IFS's Managed Accounts Solution, firms can simplify......
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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. Onboarding......
