IFS Transitions

Simplify the onboarding of a book of business

Introducing IFS Transitions, iPipeline's comprehensive transition services designed specifically for wealth management firms. By providing a digital onboarding experience that is transparent, simple, and shows your dedication to a great relationship, you can help attract and retain top advisors.

With IFS Transitions, new advisors can bulk import their client list – safely and securely – without paper, faxes, mail couriers or sticky notes.

Key features

Data Collection Streamlining

Streamlines data collection and ensure consistency through the transition process

Transparent Dashboards

Separate dashboards create an enhanced level of transparency, in addition to monitoring day-to-day activities

Efficient Transition Facilitation

With a streamlined process, smoothly facilitate efficient transitions for your business

Configurable Processing Parameters

Enables home office to establish core processing parameters and defaults with configurable templates

Staging Area Review

Review uploaded records in a “staging” area before they are created within IFS Onboarding

Compliance Error Reduction

Enforces available products and services to reduce errors and ensure compliance

Consistent Onboarding

Establish a consistent onboarding experience for transition accounts and other ongoing business

Real-Time Transaction Visibility

Gain real-time visibility into the transaction process for advisors, assistants, offices and branches, and the home office

The iPipeline difference

IFS Transitions from iPipeline provides you with:

The only product of its kind in the market
Robust features are designed to streamline the transition process for broker dealers
The go-to solution for successful transitions

Benefits for Broker-Dealers and Financial Institutions

Improve your ability to attract top advisors and offices with a digital transition process
Bring on clients as a household and provide a consolidated document package
Correct data before it is too costly to change it
Carve out your book of business the way you want to, and upload as many spreadsheets as needed to facilitate the transition
Improve transparency and make it easier to service the client, while reducing frustrations for the advisor.
Create lasting positive impressions and forge enduring relationships through impactful first impressions with new advisors and offices
Guarantee a consistent and uniform onboarding experience
Elevate user trust and satisfaction with improved transparency in every interaction