Wealth Management

IFS has helped some of the world’s largest wealth management firms meet the emerging needs of clients with optimal efficiency. Organizations are exploring ways to offer clients a wide array of investment services, including brokerage and retirement products, banking, credit, trust and custody services—all with operational efficiency, suitability and compliance in mind.

Solutions for Wealth Management

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.

Asset Movement

Help facilitate asset movement with decreased cycle times, increased accuracy and improved controls.

Account Maintenance

Quickly and easily make changes to existing accounts.

Managed Accounts

Efficiently convert commission-based accounts to fee-based accounts.

IFS’s Solutions for Wealth Management Help Firms:

  • Meet the expectations of high net worth clients by making it easy to do business with you
  • Gain and enhance customer loyalty by offering a full range of tools for all wealth management operations from onboarding to asset movement to account maintenance
  • Comply with evolving federal regulations & provide proof of compliance
  • Decrease operational and IT costs, while also increasing scalability and agility
  • Allows visibility to the complete range of activities associated with the client’s accounts and transactional activity to the complete client servicing team
  • Complete transactions and other requests faster across all service delivery channels
  • Enables high-touch interactions such as phone based approvals, tablet based account opening, and electronic signature of documents, helping leverage the valuable face time with your clients.