Process advisor or investor-initiated transaction quickly and efficiently
The manual work of asset movement can be cumbersome, especially if the transaction includes complicated balance validations, ensuring retirement rules are followed, or compliance policies require additional approvals. IFS Asset Movement integrates with advisory platforms for a web-based, doit-anywhere system that automates transactions including ACATs, Fed Wires, Check Disbursements, Journals (securities or cash), ACH, Distributions and more.
Rest assured with fraud detection and easy integration of different systems like CRMs, third party money managers, and managed accounts. IFS Asset Movement helps your team perform reliable transactions more smoothly than ever before.