Digital Digest: The Latest Tech News – Advisor Group, iPipeline

Editorial Staff March 15, 2023


The latest technology news in the wealth management sector from around the world.

Advisor Group
Advisor Group, the US network of wealth management firms, is to use iPipeline’s AFFIRM® offering for an annuities order entry system. This is designed to optimize annuity transactions for financial professionals. The offering comes from iPipeline, a business that operates as a unit of New York-listed Roper Technologies.

The order entry system helps advisors to cut the number of Not in Good Order (NiGO) transactions; swiftly identify which contracts are eligible for withdrawals and subsequent payments – without the need to conduct extensive research; route annuity orders to existing compliance and suitability queues, and accommodate various rules, forms, and transmission changes; and quickly adapt to regulatory updates.

“The iPipeline ecosystem strengthens the ability of financial professionals to better serve clients choosing annuities in an ever-evolving marketplace – by increasing efficiency and decreasing risk,” Robert Powell, vice president of sales and wealth management at iPipeline, said.

The Advisor Group network consists of more than 11,000 financial professionals associated with eight wealth management firms: FSC Securities Corp, Royal Alliance, SagePoint Financial, Securities America, Triad Advisors, Woodbury Financial Services, American Portfolios and Infinex.  

The iPipeline business was founded in 1995.

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