Managed Accounts

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 the process by removing many of the barriers advisors face in the conversion process.

Key Features

  • Ability to drive desired fee structures with customized fee schedules
  • Supports your firm's customized Managed Account offerings
  • Identification, population, generation and tracking of all required documents
  • Sophisticated risk profiling and scoring
  • Tracks account funding
  • Automated approval routing


  • Reduces costs and improves cycle times for front and back office processing
  • Ensures compliance and reduces risks with strictly enforced, time-stamped audit trails
  • Captures key metrics for volume and processing times
  • Accelerates team adoption through ease-of-use
  • Ability to quickly and easily migrate accounts
  • Eliminates NIGO documentation and rekeying of data
  • Allows complete transparency of managed account conversion processing activities through approval workflows