Impartial Monetary Companions introduced Wednesday that it has partnered with expertise supplier AdvisorEngine. IFP is at the moment an SEC registered funding advisor that's gearing up and shortly to launch its personal dealer/vendor specializing in wealth administration and retirement plan consulting. The Monetary Trade Regulatory Authority gave the agency the inexperienced gentle to launch its personal IBD in February.
IFP (to not be confused with Boston-based Built-in Monetary Companions) introduced its plans to separate from LPL and begin its personal brokerage in April 2018, and has been constructing out its tech stack in preparation. The agency introduced a number of different partnerships and integrations within the latter a part of 2018.
AdvisorEngine has a digital wealth administration platform for monetary advisors and their shoppers that gives proposal era, digital consumer onboarding, price billing, branded consumer portals, goals-based monetary planning instruments, portfolio rebalancing instruments, doc administration and compliance instruments. Advisors that custody with Pershing additionally would have the benefit of consumer information pre-populated within the platform, the outcome of integrations introduced between the 2 companies in January.
WisdomTree, an exchange-traded fund and exchange-traded product sponsor and asset supervisor, which has a strategic relationship with AdvisorEngine, will likely be offering mannequin portfolios via the AE platform to these IFP advisors wanting to make use of them.
IFP is headquartered in Tampa, Fla. and has roughly 200 advisors throughout america.
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