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Automate and streamline account opening
Introducing IFS Onboarding, iPipeline's cutting-edge product designed to streamline client onboarding for Broker-Dealers.
Key features
Flexible Account Solutions
Tailored solution with flexibility to meet your needs, including opening a single account or multiple accounts and supporting a single client or a full household
Multi-Product Support
Supports multiple products, including brokerage, advisory, annuity, alternative investments, and direct mutual funds
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
Compliance Assurance
Enforces regulatory compliance – including CARES ACT, Patriot Act, Reg BI, KYC – as well as firm policies and procedures
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 process
Forms Gallery Integration
Ability to integrate a forms gallery to support direct to funds - Annuity, insurance and other forms-based products
Business Logic Funding
Funding transactions leverage core business logic form IFS Asset Movement
Role Enforcement
Enforces the right account roles required for each registration type for each custodian or system of record
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
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 onboarding process
Reduces time, effort, and resource requirements associated with client onboarding
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