IFS offers a number of solutions for wealth management firms, designed to improve efficiency and help firms meet the needs of their high net worth clients. Learn how our solutions for wealth management can help your organization meet its goals:
Open and fund new Retail, Institutional and Managed accounts easily and start trading quicker.
Help facilitate asset movement with decreased cycle times, increased accuracy and improved controls.
Quickly and easily make changes to existing accounts.
Efficiently convert commission-based accounts to fee-based accounts.