What Advisors Are Saying
IPX® delivers value and innovation to help financial advisors win and retain business as they grow their 403(b) practice. We focus on anticipating the evolving needs of partners like you.
And the results are noteworthy!
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 my existing clients.
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 professionals do business. IPX brings together multiple providers and asset classes on one-easy-to-use payroll slot platform; they are changing the 403b market. I can now offer an employer a single payroll slot solution and offer all types of lines of business on one consolidated statement to employees.
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.
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.
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 financial goals and retirement dreams.
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 used to that now, I am trading my windshield time for prospecting and client service time. I have increased my productivity and expanded my territory even during the pandemic — I have met with more people and been busier in 2020 due to IPX.
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.
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.
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.