IFP Technology provides innovative solutions to complement and enhance an advisor’s book of business and make his or her operations more efficient.

Being independent doesn’t mean you’re left to accomplish everyday business tasks on your own. IFP strives to give our financial advisors the very best support available, and that includes providing the most advanced technological tools and services. While you maintain your independence, we commit to investing in new technologies and continuously upgrading existing infrastructure to provide a system of support that will help you build your business.

Technology Services

Fee Payment Reporting & CRM Functionality

Each advisor is provided a Salesforce Community License for online fee reports and CRM capabilities.

Performance Reporting & Data Aggregation

IFP utilizes Black Diamond and Castlerock Innovations to provide performance reporting and data aggregation for both wealth management and retirement plan business.

Document Storage & Electronic Paperwork

Our advisors have access to cloud-based document storage and paperless account openings through both LPL Financial and Docupace, a secure and compliant electronic processing platform.

Technology Consulting

Our team will consult with a new or existing advisor regarding his or her business needs and recommend the most efficient way to structure his or her practice from a technology perspective.

Our Partners

partners