IPG Technology

As the financial services business becomes more competitive and new channels of distribution expand, operating from a solid technological platform becomes increasingly essential. Through an integrated approach to technology, IPG helps you navigate the data stream – providing you with the autonomy and control you need to serve your clients and manage your business effectively.

IPG Virtual Office

Our multi-tasking CRM software system helps improve your productivity while reducing your expenses.
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Winfund

Take advantage of our automated network to easily access and manage client accounts and transaction data.
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Automated Commissions

IPG has streamlined the commission processing systems so that our advisors are always paid quickly.
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Status Updates

The IPG Virtual Office Sales Analysis Report delivers information you need to manage and improve your practice.
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