Simplify the Onboarding of Book of Business for
New Advisors

Key Benefits

Creates a lasting first impression with new advisors and offices

Establishes a consistent onboarding experience

Improves transparency within the user experience

Key Features

Configurable Templates

Allow your home office to establish core processing parameters and defaults to streamline your overall data collection, and enforce available products and services

Leverages the Power of
IFS Onboarding

Establish a consistent onboarding experience that will be used for transition accounts and other ongoing business

Transition Dashboard and Reporting Capabilities

Transition dashboard and reporting capabilities for advisors, assistants, offices/branches, and the home office

Product Resources