A complete 360-degree view for your advisors

Introducing Advisor, iPipeline’s ground-breaking platform for integrating life insurance, segregated, and mutual fund data.

Key features

Unified Perspective of Your Advisor's Portfolio
By offering a unified perspective of your advisor's portfolio, you can seamlessly merge diverse data sources into a holistic 360-degree view, providing a quick and comprehensive overview of a client's portfolio.
Case-tracking Function
Our case-tracking function provides insight for advisors so they can confirm receipt of a policy, collaborate with their clients, and ensure coverage
Fully Electronic Experience
Fully electronic experience that caters to all client needs

The iPipeline difference

Advisor from iPipeline provides you with:

  • An unequaled feature in its unified access to WealthServ® information that saves time and reduces the chance of errors to ensure that advisors can provide the most accurate and effective advice to their clients
  • Seamless integration with Advisor upgrades your approach to data management – to take you into the future of financial advising 
  • Our experience and expertise of being one of the first in the industry, all backed by the security and stability of being a business unit of Roper Technologies, Inc.
Benefits for MGAs and National Accounts
  • Providing a full picture of their business, in-flight and in force, enables advisors to focus on strategic and business-building work that requires direct attention and boosting productivity and efficiency
  • Provides one consolidated system – for all of your advisor’s clients 
  • Cases are kept moving with minimized time to settle
  • Provides all the tools an advisor needs – in one place

Works well with

WealthServ Insurance
Agency Management
WealthServ Investment
Agency Management

More information

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