Services
Partnering for Success
In addition to the IPI Technology Suite and Wealth Connect Management Portal (our comprehensive set of technologies), Investment Planners offers additional assistance, products and services to grow, streamline and support our financial professionals' daily business activities.
These services include, but are not limited to
- On-Site visits to your office
- Technical support
- Training for staff on products, services and technologies
- Access to a full-suite of investment and financial planning products and services
- Improving investment performance through high quality research
- Managing of client assets efficiently and effectively
- Financial professional centric compliance office
For over 25 years, IPI has been dedicated to providing a “Gold Standard” in service to our financial professional business partners.
We strive to build successful partnerships which encourage the sharing of ideas and talents for the good of all. We are committed to ensuring your significant future.