From concept to launch: A new advisor experience for IPC Wealth
In just over eight months, Infinite Investment Systems and IPC Wealth took an advisor experience platform from initial concept to successful launch, bringing together the technology, data and workflows that support IPC’s discretionary managed account platform, IPC One.
Built on Harmony™ and Data.iQ™, the platform brings portfolio construction, trading, performance monitoring and client relationship support into a single integrated environment. Connected workflows save advisors time navigating systems and gathering information, while greater transparency into client portfolios supports better-informed decisions and more meaningful client conversations.
“This project reflects what’s possible when there is a clear vision and a close working relationship,” says Mike Zegers, EVP of Business Development at Infinite. “Together with IPC Wealth, we’ve brought that vision to life in just over eight months, with a platform that supports advisors today and gives IPC room to grow.”
