Solutions for Advisors

Solutions for Advisors

Flexible Investment Options

The IPX™ Platform can actively trade any mutual fund or annuity investment option on the platform. Advisors have the ability to deliver creative and diverse solutions to their clients, as allowed by your broker-dealer.

Types of investment on the IPX platform:

Stable value fund

Mutual funds

Fixed guaranteed annuity

Exchange traded funds (ETF)

Variable annuities

Managed Accounts*

Stable value fund

Fixed guaranteed annuity

Exchange traded funds (ETF)

Managed Accounts*

Mutual funds

Variable annuity

* IPX will allow advisors to create a managed account solution for your clients! With guidance from advisors, participants can enroll or exchange into advisor created and managed portfolios of any investment option listed above.

Advisors can make their customized profiles available to all eligible plan participants. Profiles include:

Contact information

Industry accreditations

Biography and experience

Advisors can make their customized profiles available to all eligible plan participants. Profiles include:

Contact information

Industry accreditations

Biography and experience

The Advisor/Connect

Engaging with your participants/clients is easy with our Advisor/Connect portal. Through Advisor/Connect, your clients can submit inquiries directly from their account to you.

The IPX Platform provides advisors with the tools to create a long-term, mutually beneficial relationship with plan participants.

Advisor/Connect allows complete online retirement account management functions for enrolling participants, viewing a summary of accounts and an analytics system that tracks the investments and participation across all participants with whom they are associated.