by Taylor Brown | Jun 30, 2021
IPX benefits business IPX has an existing presence within many school districts and colleges. With IPX, I have expanded the footprint of my business beyond my normal geographic area since now I can do all business virtually and securely.
by Taylor Brown | Jun 30, 2021
IPX benefits employers As a financial professional in the 403b market for over a decade, I’ve worked with over 12 different providers to complete applications. I’ve done original applications, paper applications and E-applications. IPX has simplified the way...
by Taylor Brown | Jun 30, 2021
The IPX account team The IPX account team has been consistently helpful and friendly every time I call or email them. All questions and issues are answered and resolved in a timely manner. They are extremely knowledgeable when it comes to the 403(b) arena.
by Taylor Brown | Jun 30, 2021
Placing new models on IPX IPX removed barriers for me so that I could get up and running fast. I was able to get new investment models established on the system quickly and able to maintain them efficiently.
by Taylor Brown | Jun 30, 2021
How IPX benefits my business With IPX, I can walk someone through a complete enrollment virtually. I spend less time on completing paperwork and get clients to sign and scan, etc. IPX eliminates the need for all that. Because IPX is all virtual and clients are more...
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