iPipeline Ecosystem’s Solutions Create Operational and Supervisory Efficiencies to Simplify the Processof Helping Clients Benefit from Annuities EXTON, PA—March 9, 2023—iPipeline® announces that Advisor Group, the nation’s largest network of independent wealth management firms, has chosen to harness iPipeline’s AFFIRM® for Annuities order entry system to optimize annuity transactions for financial professionals. The Advisor Group

Private Wealth

Intelligent Financial Forms | Forms Aggregator | CRM Integration Presenter: Robert Powell, Vice President of Wealth Management Sales Get a firsthand look at Laser App's completely revamped user experience, featuring new iPipeline technology and simplifying how to centralize and process business.

Your New Account Opening (NAO) system may feel like a chronic health condition that hasn’t been treated. You deal with the day-to-day and go through your current routine because you’re used to it. But it feels like the effort to make a change will be monumental.  Eventually, with some prodding, you make the appointment with