by Taylor Brown | Jun 30, 2021
How IPX benefits clients and employers IPX gives me access to the most experienced money managers and lowest cost mutual funds, including Vanguard and Fidelity Investments. The platform allows me to use some of the best investments possible to help meet my client’s...
by Taylor Brown | Jun 30, 2021
Working with the IPX account team The IPX account team made it fast and easy to use and guided me when I needed help. They are nimble enough to react fast and are very responsive.
by Taylor Brown | Jun 30, 2021
How IPX benefits my business IPX is one of the easiest platforms to use for making trades and retrieving client information. It certainly saves me time and stress.
by Taylor Brown | Jun 30, 2021
TERS helps my business The IPX-TER (Transfers, Exchanges, Rollovers) team is wonderful. With the support of the IPX-TER team, I can grow my business instead of chasing down paperwork and statuses to complete transfers. I can focus on growing my business and supporting...
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