Overview of IPX Solutions

Overview of IPX Solutions

Introducing the IPX™ Platform

Design your own investment program with brand name mutual fund and annuity choices. We put you in the driver’s seat to determine how to manage your fees. Whether commission or fee based, we’ll handle it for you.

If you can imagine it, we can implement it for you.

Your program will include consolidated quarterly statements with personalized rate of return delivered directly to participants.

IPX also makes it easy for plan-approved advisors to connect with current or prospective clients.

It’s time to make a change.

Take advantage of IPX now.

It’s time to make a change.

Take advantage of IPX now.

Features of the IPX Platform

Online enrollment and account management

Easy-to-read investment performance charts

Consolidated statements and account
histories

Extensive participant education center focusing on investments

Plan Document Library

Client Help Desk

Online enrollment and account management

Easy-to-read investment performance charts

Consolidated statements and account
histories

Client Help Desk

Extensive participant education center focusing on investments

Plan Document Library