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Advisor is greeted with this dashboard, showing the status of their work in progress. The graph here highlights overall list of tasks.
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The tile view provides further details and filters of advisors’ work in progress based on firm-defined criteria.
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Users can click any of the items above and details will show in this table. From here, advisors can resume or cancel work.
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Easily collect account details to create or update accounts. Clean, responsive UI makes data collection a breeze from any device.
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Status tracker shows the user where they are in the process.
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Collect required suitability and account objectives information during the onboarding process
Product Description
About this Product
Automate the onboarding process and enable digital account maintenance:
- Open multiple accounts at a time and eliminate the need to rekey data
- End-to-end automation from prospecting through account funding
- Enable advisors and clients to make account updates easily
About IFS
IFS is the leading provider of automation solutions for the financial services industry. Our solutions for Onboarding, Account Maintenance and Asset Movement have been used by some of the nation's leading brokerage, wealth, banking and RIA firms to achieve their digital initiatives. IFS's solutions are powered by the by the IFS Automation Platform, enabling rapid creation, configuration and deployment of automated service request solutions for any service delivery channel. To learn more about IFS, please visit www.ifsautomation.com.
Product Details
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.