WEALTHMANAGEMENT

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

AFFIRM® for Annuities
Order Entry

AFFIRM enables you to purchase and manage annuity and life policies from proposal to payout. AFFIRM’s wizard-based user interface provides uniformity across all products, to create a fully digital new business workflow, optimizing an advisor’s daily experience and productivity.

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IFS Asset Movement
Transaction Processing

Manual work of asset movement is cumbersome- IFS Asset Movement integrates with advisory platforms for a web-based, do-it-anywhere system that automates transactions.


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IFS Transitions
Onboarding Book of Business

To attract and retain top advisors, you need a digital onboarding experience that is transparent, simple, and shows your dedication to a great relationship. IFS Transitions creates an initial experience with your firm that imports accounts quickly and correctly.

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AFFIRM® for Life
Order Entry

AFFIRM for Life is a wizard-based, collaborative selling and processing solution, designed to guide advisors throughout the entire life insurance selling process while providing a high level of interaction with the carriers and BGAs who support their selling activities.

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IFS Maintenance
Account Management

Routine servicing and changes are a constant- so why does each have a separate process? IFS Maintenance creates one point of entry and a consistent process for transactions. Enable dozens of data points to be updated with a single request, and synchronize updates across multiple systems, narrowing the to-do list.

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Laser App
Financial Forms

Laser App provides advisors with a library of over 33,000 up-to-date forms that can be pre-filled with data from preferred CRM or account opening systems.  It reduces the time advisors spend completing forms by allowing them to leverage the client information they already have on file.

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AlphaTrust® e-Sign
Enterprise e-Signature

AlphaTrust e-Sign is a fully-brandable, compliant e-Signature and document process automation solution that securely digitizes the creation of legally enforceable business records.



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IFS Onboarding
Account Opening

The account opening process can be complex, especially for clients with growing financial needs. With IFS Onboarding, you can find simplicity in opening accounts for a single client or household with different types of investment products.

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Laser App Account Opening
Custodial Account Opening

Laser App Account Opening enables Advisors to open new accounts in seconds with data directly from your CRM, via a formless user interface, with instantaneous validation for fast and accurate submissions.



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Wealth Management Resources