A faster, more efficient New Account Opening (NAO) process equates to improved client experience and a better bottom line. IFS’s NAO Solution automates account opening and streamlines the client experience from initial contact and set-up to account funding on the relevant systems of record. By opening and funding accounts more efficiently, advisors can focus on what really matters: helping their clients earn returns on their investments suitable to their investment objectives.
IFS offers the most mature, comprehensive NAO solution in the market for a large variety of account types such as Retail Accounts, Managed Accounts and Institutional Accounts. As a result firms enjoy lower implementation costs and shorter implementation timelines. Our NAO Solution is easily customized to meet your firm’s specific policies and procedures and easily integrates with your host systems, including CRMs, record-keeping systems, imaging platforms and more.