Advisor™

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