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
