Products by Impact Financial Systems

Enable advisors to better service annuities by giving them one tool for financial transactions like withdrawals and rebalancing, and non-financial functions such as basic account updates, all while enabling fiduciary oversight.

Reduce cycle times and costs, while improving the customer experience—complete the underwriting and policy delivery process and policy holder services completely electronically by facilitating collaboration between all stakeholders.

With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for the critical task of client money movement processing. IFS’s Asset Movement Solution enables advisor or investor-initiated transactions to be processed...