Advisory Firms

A Compliance-Ready Platform

With the IPX dedicated firm portal, you and your team have easy access to consolidated investment reporting, detailed advisor asset reporting, compensation reporting and other tools that allow you to oversee and grow your business.

Our portal offers advisory firms a complete view of retirement plan assets/positions.

Using our online dashboard, you can track the number of active advisors, managed plans and participants, and access a summary of all assets and balances by investments.

Users can view registered advisor profiles and associated activity.

Users can access and export trade histories, advisor assets and NSCC record files for use in your own proprietary systems.

Users control the list of approved investments. And they can create predefined investment offerings for advisors to use.

Users can view and print a variety of reports, including plan statements, investment allocations, deferral rates/amounts and census demographics.

With the IPX Portal, it’s easy to:

Approve investment options

Maintain advisor profile data

View advisors’ activity

Access reports

Export transaction history