Enhancing the advisor experience
iFast™ Web Plus
iFast™ Web Plus is a powerful, browser-based platform designed to give Advisors secure, real-time access to essential fund and account data – anytime, anywhere. Whether you’re in the office or on the go, iFast™ Web Plus puts client insights and tools at your fingertips in a clean, intuitive interface.
Focus on what matters most
Built on the robust iFast™ record-keeping system, this streamlined application helps reduce time spent on administrative tasks, so you can invest more time in client relationships and growing your business.
Enhance your everyday with iFast™ Web Plus — combining powerful features, intuitive design, and a suite of flexible, customizable self-service tools for a seamless digital experience.
Key Features
Advisor and Account Views
Smart Search & Dynamic Filtering
Customization to Match Your Brand
Interactive Tools & In-Depth Reports
Ongoing Enhancements to Support Evolving Needs
Related Materials
iFast™ Web Plus Overview
See iFast™ Web Plus in action and discover how it simplifies your daily operations.
Welcome to iFast Web. A secure website, offering tools to proactively assist investment advisors. With its convenient features at your fingertips, this intuitive website can help you focus on supporting your clients while growing your business. Easily customizable to reflect your brand and with its convenient dashboard, iFast Web delivers an interactive user experience. Everything you need is organized primarily in two dynamic views. At the account level, use an array of self-service tools, such as the hypothetical redemption calculator, DSC free units reporting, capital gains and losses reporting and more.
From the advisor view, advisors can easily access their whole block of business, where they can review accounts and assets, trades and transactions and compensation information such as trailer fees and commissions. iFast Web’s innovative reporting allows advisors to quickly create custom filtered reports, such as DSC free units from across their entire book of business and easily convert these popular reports to PDF for review with clients. The fund view empowers advisors and their teams to search sort and create reports on fund prices and distributions in only a few clicks. On the go using their mobile device, advisors can quickly locate a statement and deliver it to their clients.
Smart and simple. Discover the value services and enhancements iFast Web has to offer. To get started contact IFDS today.
Enhancing the Advisor Experience
Get the complete overview of features, updates, and benefits.