It's hot and humid in North Carolina right now, but in just a few short months, fall will be here in all its glory. Fall really is the best time in North Carolina and a huge reason we've decided to host Propel 2019, our annual user conference, in our home state once again. If you're wondering what Propel is all about, check out the event site for all the deets or read our recap from last year's event. For those who haven't yet registered, here are some of the FAQs we've been getting to help you make the decision to attend!
We are excited to announce that we have added 15 independent broker dealers to the IFS platform. These BDs have chosen the IFS platform to transform and modernize their brokerage operations and are gaining the efficiencies, enhanced service capabilities and digital experiences that IFS delivers. With the addition of these firms to its client roster, IFS is adding over 22,000 advisors to the platform and extending the reach of digital enablement to their clients.
As another year comes to a close, we are pausing to reflect on the highlights, challenges, acheivements and lessons learned from 2018. 2018 was an exciting year filled with expansion and innovation for IFS, and we are grateful to our clients, partners and employees who made it another successful year. In this post, we are sharing our top highlights from 2018. Feel free to comment with your highlights from the year.
We are thrilled to be selected as a finalist for the 2017 NC Tech Awards in the Software category. The NC Tech Awards is North Carolina's only statewide technology awards program that recognizes achievement in technology and is presented by the North Carolina Technology Association (NCTA).
Topics: IFS News
Earlier this week, we announced the launch of our DOL Advisor Toolkit, a comprehensive solution for advisors to manage compliance with the DOL fiduciary rule. The toolkit includes a variety of features including account reviews, dynamic dashboards and client communication tools. Most importantly, the DOL Advisor Toolkit enables advisors to automate and execute a number of compliance actions such as executing disclosures, converting accounts or closing accounts. Ultimately, the DOL Advisor Toolkit enables advisors to gain a holistic view of their book of business and take a proactive approach towards compliance and help advisors select the products that make the most sense for them.
For the third consecutive year, IFS has been selected as a finalist for the NC Tech Awards, North Carolina's largest and most presitigious statewide technology awards program. This year, IFS was named as a finalist for the "Software" category, which recognizes companies who have demonstrated strong performance and achieved a milestone of noteable success over the past year. Last year, IFS won the 2015 "Fast Growth - Small" category, which honors the state's most rapidly growing technology companies.
Topics: IFS News
Each year, the IFS team tries to support at least one charity organization in the Davidson-LKN area to support through a donation drive. This summer, we decided to hold a Back To School-themed supply drive for one of our favorite Davidson-based organizations, the Ada Jenkins Center. The Ada Jenkins Center has a program called LEARN Works, which provides academic support and enrichment to local children who need it most. You can learn more about their great mission here. LEARN Works has provided academic development and personal growth for first through eighth graders for over 15 years.
IFS recently announced new integration capabilities between its process automation solutions for onboarding, account maintenance, asset movement and other processes, and client's CRM tools. With the CRM integration, financial services firms can make the most of existing data stored in your firm's CRM and open accounts and complete other requests quicker and easier.
Earlier today, IFS was named to the 2016 Inc. 5000 list of fastest growing private companies for the third consecutive year. According to Inc. Magazine “the list represents the most comprehensive look at the most important segment of the economy—America’s independent entrepreneurs.” Only a small percentage of companies make the list three consecutive years. IFS ranked No. 2505 on this year's list.
Topics: IFS News
Money movement is one of the most frequent requests for advisors and financial services firms. Between ACHs, ACATs, check disbursements, distributions, journals, wires and more, brokerage and wealth firms process millions of transactions each year. So, why is one of the most critical, common processes considered mundane instead of an opportunity to serve and impress clients?