Advanced Desktop Solutions - IPI in San Antonio Texas
IPI is committed to maximizing business process productivity across our operations. This means equipping our consultants with a range of advanced client service applications, investment management tools and information resources. Wherever possible, applications are embedded into the primary workflow so your IPI consultant has everything they need to do their job at their fingertips.
From client portfolios to online annuity applications to continuing education – IPI provides technology that helps our financial consultants provide the personalized client service we’ve built our reputation on.
- Real-Time Quotes, Order Entry, News, Alerts, Client Service and Account Management
- Client Relationship Management Tool
- Financial Planning Software
- Fixed Income Trading Platform for Viewing Inventory
- Morningstar Research
- Live Insurance Quotes
- Continuing Education
- Operations Support
- HR Data
- Commissions Reporting