Wealth Management

Customer-focused solutions

iPipeline’s Wealth Management Ecosystem

Broker-Dealer. Registered rep. Custodian. Securities.

No matter your title or specialization, we know that you need the best-in-class technology to plan, execute, and transact business with ease.

With our no code/low code cloud-based platform, you can provide a customer experience that exceeds expectations – from end-to-end.

Our platform is designed to provide you with stability, flexibility, and security to seamlessly integrate life insurance and annuities with wealth management and asset management.

Broker-Dealers

Tap into our platform for all the capabilities you need to quickly and easily provide financial advice for your clients – for life insurance, annuities, and securities.

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Registered Investment Advisors

Our platform provides you with a streamlined process for completing securities, annuities, life insurance, and home office applications that is seamless and automated.

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Fund Companies

Equip the financial services professionals that sell your products with the technology platform that delivers all the capabilities they need in a secure and compliant solution.

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The iPipeline Wealth Management Ecosystem

Regardless of the business channels in which you execute and process your business, we are here to help. Our solutions are the perfect complement to a planning-oriented technology stack.