About IPX

About IPX

What IPX Provides

IPX combines the benefits of a multiple provider approach with the simplicity of a single platform model.
IPX provides comprehensive, plan specific, and product-neutral financial literacy education to increase plan participation.
IPX provides participants with access to their financial advisor and a broad array of investment products.

The IPX Platform

The IPX Platform

Business Benefits

Expand Your Distribution

With IPX, you can maintain your current network while broadening your distribution with other financial advisors.

Improve Margins

IPX produces operational efficiencies that will help improve your bottom line.

Give You Access

As a investment provider, you can maintain and promote your brand to clients as an approved provider while also controlling the distribution of your products. IPX’s comprehensive reporting enables you to monitor assets and activity platform-wide.

Streamlined Client Experience

IPX provides a single entry point to manage accounts with multiple investment providers.

Innovation doesn’t rest and neither do we.

We’re working hard to drive value today and tomorrow.

Innovation doesn’t rest and neither do we.

We’re working hard to drive value today and tomorrow.

Call to get a live demonstration of IPX. Let us show you how it’s designed to help you grow your business.