What Advisors Are Saying

What Advisors Are Saying

IPX delivers value and innovation to help financial advisors compete, win, and retain business as they grow their 403(b) practice. Our focus on anticipating the evolving needs of our advisor partners is reflected in what they are saying about IPX.

The following are genuine testimonials written in earnest by real IPX business partners.

B Edwards: How IPX Benefits my Business

 

How IPX benefits my business—

IPX has an existing presence within many school districts and colleges. With IPX, I have expanded the footprint of my business beyond my normal geographic area since now I can do all business virtually and securely.

 

— Bob Edwards

Edwards Financial

D Krause: How IPX Benefits Employers

How IPX benefits employers—

As a financial professional in the 403b market for over a decade, I’ve worked with over 12 different providers to complete applications. I’ve done original applications, paper applications and E-applications. IPX has simplified the way professionals do business with their innovative platform. IPX brings together multiple providers and asset classes on one easy to use payroll slot platform— they are changing the 403b market. I can now offer an employer a single payroll slot solution and offer all types of lines of business on one consolidated statement to employees.

— Daniel Krause

Teacher’s Pension

C Garza: Working with the IPX account team

Working with the IPX account team—

The IPX account team has been consistently helpful and friendly every time I call or email them. All questions and issues are answered and resolved in a timely manner. They are extremely knowledgeable when it comes to the 403(b) arena.

— Carlos J Garza, CFS

ISC Advisors

B Edwards: Placing New Models on IPX

Placing new models on IPX—

IPX removed barriers for me so that I could get up and running fast. I was able to get new investment models established on the system quickly and able to maintain efficiently.

 

— Bob Edwards

Edwards Financial

D Krause: How IPX Benefits My Business

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

C Garza: How IPX benefits clients and employers

How IPX benefits clients and employers—

IPX gives me access to the most experienced money managers and lowest cost mutual funds, including Vanguard and Fidelity Investments. The platform allows me to use some of the best investments possible to help meet my client’s financial goals and retirement dreams.

— Carlos J Garza, CFS

ISC Advisors

B Edwards: Working with the IPX Account Team

 

Working with the IPX account team—

The IPX account team made it fast and easy to use and guided me when I needed help. They are nimble enough to react fast and are very responsive.

 

— Bob Edwards

Edwards Financial

C Garza: How IPX benefits my business

How IPX benefits my business—

IPX is one of the easiest platforms to use for making trades and retrieving client information. It certainly saves me on time and stress.

— Carlos J Garza, CFS

ISC Advisors

B Edwards: TERS

TERS—

The IPX-TER (Transfers, Exchanges, Rollovers) team is wonderful. With the support of the IPX-TER team, I can grow my business instead of chasing down paperwork and statuses to complete transfers. I can focus on growing my business and supporting my existing clients.

— Bob Edwards

Edwards Financial