Solution introduction

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

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, they can focus more of their efforts on serving clients and revenue-generating activities

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