When you’re empowered, not hindered, by technology

We see technology as a competitive advantage. We use it to seek out new ways to optimize efficiency for our team and our financial professionals.

IFP technology
financial softwares


The choice is yours; the help is ours

Your practice and processes are unique and require the best suited technology. If you’re not confident in the software you’re using, let us help. Our team will wade through the numerous options we offer to find the most appropriate choice for you.


A proprietary digital platform designed soley with financial professionals in mind

Created in-house by our team of engineers, Advisor[X] will serve as your one-stop shop for daily business operation and information.

Streamline your day-to-day tasks with Advisor[X]

  • Custom dashboard for your practice

    A fully customizable interface that acts as a high-level snapshot of the metrics that matter to you most. From quick access to forms or articles to up-to-date request statuses, you can dictate what is most important.

  • Answers at your fingertips

    A personalized search engine filled with the answers to your questions from set-up instructions to market recaps, we make it easy to find what you need.

  • One-click login for all apps

    Never forget a password again. With Advisor[X], you can securely sign-on to all online applications with a single click.

  • Request then track, in real-time

    We value transparency in all areas of our business so we made it easy to track the status of your requests in one spot, so you (and your clients) can rest assured that we're on it!

  • All accounts, all in one place

    Simplify your technology with summarized details for client and account records all within Advisor[X]. From account opening with our easy to use form wizard to updating future details, your workflow has never been simpler.

  • Monitor your compliance submissions

    Submit all your marketing materials quickly and easily with visibility into the status of each submission. Keep your business compliant and up-to-date with our simple submission process.

Join a team that puts you first


Ready from day one

During your transition, our IT team will make sure you have all the necessary hardware and software to get you up-and-running quickly and efficiently.

IFP IT team


A curation of applications for financial professionals of all types

We're not limited to the types or number of applications we integrate within our proprietary digital platform, assuming they meet our due dilligence and back-end requirements. This means you will continue to have a plethora of options to choose from.

Frequently Asked Questions

Does IFP allow FPs to use third party software providers?

IFP financial professionals (FPs) can use the industry's leading providers across a variety of categories. Whether Salesforce or Redtail for their CRM, Box or NetDocuments for document storage, eMoney or MoneyGuide Pro for financial planning, FPs who transition to IFP can continue using the systems they love and in some case get pricing discounts.

Does IFP offer any pricing discount on third-party software?

IFP does have select enterprise relationships with certain third-party software vendors, like Redtail, eMoney, and Wealthbox, wherein we offer pricing discounts to financial professionals who sign up.

Does IFP provide IT support?

IFP has an in-house IT team who are standing by each day to help our financial professionals with Level 1 IT support issues. We also offer a paid service that allows you to leverage IFP's IT team as your own outsourced IT team for a monthly fee.

Will IFP vet new technology vendors that FP's uncover?

Our due diligence committee frequently reviews vendors that Financial Professionals bring to us and quickly turns around decisions on whether or not the software is green lighted. We love learning about potential new products that can add value to an FP's business.