The most successful financial professionals are those who implement efficient processes for their practices. IFP strives to make it easier for financial professionals to do just that and allow them to spend more time with their clients.

Home Office Interactions

Through IFP’s proprietary digital interface, Advisor[X], financial professionals and admins can see the status of any outstanding requests and the IFP employee assigned to each one. From there, you can contact our team in a number of convenient ways.

Account Opening

We offer a team of associates dedicated to account processing as well as an innovative account opening software, Agreement Express, to make account opening as easy as possible.

Agreement Express allows for straight through processing for new accounts, which means IFP financial professionals and admins can:

  • Digitally pre-populate account documents
  • Distribute paperwork to clients electronically
  • Track the status of paperwork from distribution to client signature to compliance approval


IFP financial professionals and their staff have access via Advisor[X] to Xtiva, an industry-leading cloud-based compensation reporting software.

Recommended Processes and Systems

At IFP, we’ve seen hundreds of ways to do business as a financial professional; we know what works and what doesn’t. Let our team of business process associates recommend processes and systems that can be tailored to your business and make you more efficient. We even have pre-built workflows available in two of the most commonly used CRMs by financial professionals, Wealthbox and Redtail.

Wealthbox Redtail

Start Your Path Towards a Brighter Future With a New Type of Broker-Dealer

Business Operations Support

Meet our team of seasoned professionals helping financial professionals streamline their workflows and provide a more seamless experience to clients.

Tina Baker

Senior Accounting Manager

Aaron Prida

Senior Associate, Business Processes

Jacob Hurley

Senior Associate, Business Processes

Abby Bohatch

Manager, New Accounts

Robert Olsen

Associate, Trading Operations

Luis Villavicencio

Associate, Trade Operations

Ken Nguyen

Associate, Advisor Compensation

Tara Lambeth

Associate, Advisor Compensation