Our Technology

IPI Wealth Connect Management Portal

A partnership with Salesforce provides the leading CRM interface for their clients to access custodian/clearing firms, data and form aggregators, portfolio management solutions, financial planning, document storage, compliance automation, and workflow management.

IPI Data Aggregation By Envestnet

Envestnet generates reports on trades, positions, balances, securities (including direct mutual funds and annuities), representatives, branches, products, and more.
  • Export reports in multiple formats for easy sharing, saving, or e-mail.
  • Embrace secure, on-demand, comprehensive and in-depth consolidated wealth reporting.
  • Secure web access for you and your clients

Performance Reporting


Your client’s portfolios are monitored on an ongoing basis to ensure they remain on track toward achieving the targeted investment goals and objectives. Everything is designed to help strengthen the relationship of trust between the financial professional and the client.

Productivity Tools


  • State-of-the-art document storage
  • Paperless office
  • Electronic transmission of documents to home office partners

Planning Solution

Web-based Wealth Management solutions for financial professionals

Clearing Platform

Investment Planners Inc has a clearing relationship with RBC Clearing & Custody.

Custody Platforms

This technology will allow you to meet the needs of your clients through a full spectrum of integrated trust, custody and clearing services. As an advocate for true open architecture and transparent pricing, you can provide the right services at a competitive price. Our custodians include: RBC and Schwab Institutional.
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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.

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