Wealth Management

Customer-focused solutions

iPipeline’s Wealth Management Ecosystem

Broker-Dealer. Registered rep. Custodian. Securities.

No matter your title or specialization, we know that you need the best-in-class technology to plan, execute, and transact business with ease.

With our no code/low code cloud-based platform, you can provide a customer experience that exceeds expectations – from end-to-end.

Our platform is designed to provide you with stability, flexibility, and security to seamlessly integrate life insurance and annuities with wealth management and asset management.


Tap into our platform for all the capabilities you need to quickly and easily provide financial advice for your clients – for life insurance, annuities, and securities.

Registered Investment Advisors

Our platform provides you with a streamlined process for completing securities, annuities, life insurance, and home office applications that is seamless and automated.

Fund Companies

Equip the financial services professionals that sell your products with the technology platform that delivers all the capabilities they need in a secure and compliant solution.

The iPipeline Wealth Management Ecosystem

Regardless of the business channels in which you execute and process your business, we are here to help. Our solutions are the perfect complement to a planning-oriented technology stack.

Wealth Management Ecosystem Infographic