From client management to performance reports, you could save hours with the right technology.
Turn your headaches into simple clicks. Automate processes to get the job done.
When the tech is doing its job, you can focus on providing your clients with more personalized value.
Every financial professionals’ practice has a unique set of needs when it comes to the utilization of technology. That’s why the IPI Technology Suite is designed to offer you flexibility. You can choose from various technologies to customize a package that makes the most sense for equipping your office and your innovative appetite.
Efficiently manage multiple aspects of your practice in one platform.
A powerful data aggregation, advising and performance reporting platform. Envestnet makes it possible for you to see your clients’ holdings across all custodians and held-away accounts (401(k)s, 529s, trusts, etc.).
IPI’s paperless office and automated document generation solution. Docupace utilizes secure encryption and cybersecurity technologies to store and protect data.
Within Docupace is IPI’s automated Form CRS & Reg BI Disclosure delivery solution.
IPI’s solution for email delivery and archival of email and business-related social media accounts.
A valuable monitoring and reporting tool to help IPI find potential cybersecurity vulnerabilities within your practice.
Meet the needs of your clients through a full spectrum of integrated trust, custody and clearing services.
Evolve With Strategic Growth
Advise Using World-Class Expertise
Reach Your Audience
Serve Clients Without Worry
We want to see you succeed. Let’s talk about how our services can move your business forward.
Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St. Decatur, IL 62522. 217-425-6340.
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Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor’s overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.