IFS Onboarding - Client Onboarding Software for Broker Dealers

Automate and streamling your account setup from one easy-to-use platform

IFS Onboarding is iPipeline’s advanced client onboarding software, built to simplify account opening for Broker-Dealers and financial institutions. With support for multiple products, it offers a flexible and compliant onboarding experience tailored to individual clients or full households. The platform integrates seamlessly with leading custodians and clearing firms, streamlining processes such as ACH funding, security transfers, and registration type enforcement to ensure accuracy and regulatory alignment.

As a solution for insurance client onboarding, IFS Onboarding reduces the time, effort, and complexity associated with bringing new clients into your business. From initial data gathering to account funding, the platform enables a fully digital experience that supports broad registration types and integrates forms-based workflows for annuity and insurance products. It’s a modern, scalable tool designed to help firms grow efficiently while delivering a seamless onboarding journey for both advisors and clients.

Key features of our client onboarding software

Flexible Account Solutions

Tailored solution with flexibility to meet your client onboarding needs, including opening a single account or multiple accounts and supporting a single client or a full household.

Multi-Product Support

Supports multiple products, enhancing the customer onboarding process for brokerage, advisory, annuity, alternative investments, and direct mutual funds.

Custodian Compatibility

Supports multiple custodians and clearing firms, crucial for a streamlined client onboarding workflow across Schwab, TDA, Fidelity IWS, Pershing PAS, clearing firms (Fidelity NFS, Pershing Clearing), and self-clearing platforms (Sungard) and more.

Efficient Money Movement

Offers the ability to establish standing banking instructions and fund new accounts with an ACH money movement or Security Transfer of any variety, ACAT, non-ACAT, Transfer Agent, Direct Mutual Fund, and Banking CD products.

Broad Registration Support

Supports more than 50 registration types, facilitating new client onboarding across diverse client needs.

Compliance Assurance

Enforces regulatory compliance – including CARES ACT, Patriot Act, Reg BI, KYC – as well as firm policies and procedures, ensuring a compliant client onboarding workflow.

Integrated Banking Instructions

Ability to set up standing banking instructions and fund the account(s) with ACH money movement or Security Transfers as part of the integrated IFS workflow.

Business Logic Funding

Funding transactions leverage core business logic from IFS Asset Movement, optimizing the client onboarding workflow.

Role Enforcement

Enforces the right account roles required for each registration type for each custodian or system of record, a key component of efficient client onboarding.

Forms Gallery Integration

Ability to integrate a forms gallery to support direct to funds - Annuity, insurance, and other forms-based products, streamlining the client onboarding experience.

The iPipeline difference

IFS Onboarding from iPipeline provides you with:

An integrated solution to help you differentiate yourself from the competition, with the ability to open many accounts in minutes for optimal operational efficiency
The ability to support multiple products, custodians, and clearing firms, enforce regulatory compliance, and provide full account funding instructions, crucial for a seamless customer onboarding process
A seamless and efficient onboarding experience – along with a customized approach that is tailored for your specific needs

Benefits for Broker-Dealers and Financial Institutions

Provides a comprehensive experience for the advisor and the client – from initial data gathering to documents to account funding
Comprehensive and customizable product supports your unique requirements and workflows, allowing for a seamless and efficient customer onboarding process
Reduces time, effort, and resource requirements associated with client onboarding, enabling a smooth transition to a full digital environment.
Allows you to successfully migrate your business to a full digital environment
Supporting multiple products, custodians, and clearing firms, IFS Onboarding is the clear solution for growing your business and improving new client onboarding