Tag: Robert Powell

Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.

iPipeline’s Agency Integrator Streamlines Data from Various Sources into One Source to Create Robust, Meaningful, and Compliant Dashboards for Member BGAs  EXTON, PA and BALTIMORE, MD —October 11, 2023—iPipeline® announces that LIBRA Insurance Partners, the largest independently owned life insurance marketing organization (IMO) in the United States, successfully implemented its Agency Integrator product recently to support the LIBRA

Financial Advisor

iPipeline Ecosystem’s Solutions Create Operational and Supervisory Efficiencies to Simplify the Processof Helping Clients Benefit from Annuities EXTON, PA—March 9, 2023—iPipeline® announces that Advisor Group, the nation’s largest network of independent wealth management firms, has chosen to harness iPipeline’s AFFIRM® for Annuities order entry system to optimize annuity transactions for financial professionals. The Advisor Group

Private Wealth

Intelligent Financial Forms | Forms Aggregator | CRM Integration Presenter: Robert Powell, Vice President of Wealth Management Sales Get a firsthand look at Laser App's completely revamped user experience, featuring new iPipeline technology and simplifying how to centralize and process business.

If your New Account Opening (NAO) system feelz like a chronic health condition that hasn’t been treated, we offer five reasons to switch to an automated & streamlined digital solution.