IFS Transitions, by iPipeline, is a comprehensive transition service designed for wealth management firms. It offers a digital onboarding experience that is transparent and simple, demonstrating a commitment to building strong relationships and helping firms attract and retain top advisors. This solution enables new advisors to securely import their client lists in bulk, eliminating the need for paper, faxes, or mail couriers. Key features include streamlined data collection, transparent dashboards for monitoring activities, efficient transition facilitation, configurable processing parameters, a staging area for reviewing uploaded records, compliance error reduction, consistent onboarding experiences, and real-time transaction visibility for all stakeholders. IFS Transitions aims to improve the ability to attract top advisors, consolidate client data, correct data efficiently, customize business carve-outs, improve transparency, reduce advisor frustration, create positive first impressions, and guarantee a consistent onboarding experience.

Features:

• Data Collection Streamlining: Streamlines data collection and ensures consistency through the transition process, a critical component of digital onboarding for wealth management.
• Transparent Dashboards: Separate dashboards create an enhanced level of transparency, in addition to monitoring day-to-day activities, crucial for digital wealth management software.
• Efficient Transition Facilitation: With a streamlined process, smoothly facilitate efficient transitions for your business, optimizing client onboarding.
• Configurable Processing Parameters: Enables home office to establish core processing parameters and defaults with configurable templates, aiding in wealth management onboarding.
• Staging Area Review: Review uploaded records in a “staging” area before they are created within IFS Onboarding, an important step in the customer onboarding process.
• Compliance Error Reduction: Enforces available products and services to reduce errors and ensure compliance, integral to digital wealth management software.
• Consistent Onboarding: Establish a consistent onboarding experience for transition accounts and other ongoing business, streamlining wealth management onboarding.
• Real-Time Transaction Visibility: Gain real-time visibility into the transaction process for advisors, assistants, offices, and branches, and the home office, enhancing client onboarding workflow.