Solutions for Advisors

Solutions for Advisors

Flexible Investment Options

The IPXSM 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 Portfolios*

Stable value fund

Fixed guaranteed annuity

Exchange traded funds (ETF)

Managed Portfolios*

Mutual funds

Variable annuity

* IPX will allow advisors to create a managed portfolio 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.

Photo of Daniel Krause

How IPX benefits my business—

With IPX, I can walk someone through a complete enrollment virtually. I spend less time on completing paperwork and get clients to sign and scan, etc. IPX eliminates the need for all that. Because IPX is all virtual and clients are more used to that now, I am trading my windshield time for prospecting and client service time. I have increased my productivity and expanded my territory even during the pandemic — I have met with more people and been busier in 2020 due to IPX.

— Daniel Krause

Teacher’s Pension

Discover what advisors are saying about IPX

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 AdvisorConnect

Engaging with your participants/clients is easy with our AdvisorConnect portal. Through AdvisorConnect, 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.

AdvisorConnect 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.

Photo of the IPX advisor portal on a desktop computer