iPipeline Ecosystem

Proud Partners of the Wealth Management Community

iPipeline is a leading provider of no code and low code, cloud-based software solutions for wealth management, life and annuities. For broker dealers, RIAs, custodians, securities, banks, and financial advisors, our platform offers best of breed technology that delivers all the capabilities you need for planning, executing and transacting business. Our platform provides stability, flexibility, innovation, and an experienced team dedicated to your success. Our infrastructure connects everyone in the wealth management industry, bringing life & annuity to wealth management, and asset management to life & annuity.

The iPipeline Wealth Management Ecosystem

Uniquely, iPipeline supports all business channels in which broker-dealers and financial advisors process their business. While most solution providers focus on the planning elements of Wealth Management, we support the execution and processing of business in those channels– the perfect complement to a planning-oriented technology stack.

Wealth Management Products

Wealth Management Resources