PHILADELPHIA, July 9, 2020 /PRNewswire/ — Various Funding Alternate (AIX), a monetary know-how options supplier that streamlines the method of transacting in non-traded alternate options, right now introduced that Unbiased Monetary Companions (IFP), a full-service broker-dealer, registered funding adviser, and insurance coverage company, has launched the platform as an unbiased broker-dealer shopper.
“As AIX continues to achieve momentum, we’re happy to companion with unbiased broker-dealer shoppers like IFP, who share our forward-thinking mindset,” stated Brad West, Chief Working Officer of AIX. “We’re excited to proceed constructing a significant relationship with the workforce at IFP and stay up for serving to them notice new ranges of effectivity and development.”
AIX’s modern resolution gives quite a few advantages for IFP, together with a differentiated, state-of-the-art advisor expertise, agency threat discount by means of automated enforcement of compliance insurance policies and procedures, and new operational efficiencies that positively influence the agency’s backside line. As a result of AIX can white label their resolution and seamlessly combine inside shoppers’ current constructions, IFP can keep the connection straight with their very own licensed monetary advisors whereas controlling the expertise effectively and in full compliance.
“AIX’s capacity to be entrepreneurial and its versatile, consultative method to fintech is one thing we search for in a companion,” provides Aaron Gilman, Chief Funding Officer of IFP. “An advisor’s credibility is on the road each time they’ve to return to their shopper for a ‘not-in-good-order’ commerce, or NIGO. So, if we will make the expertise seamless, advisors will not really feel like they are going to damage a relationship by introducing shoppers to a brand new funding product.”
AIX companions with most of the business’s high service suppliers and applies its deep business experience to its groundbreaking digital options designed for the business. Thus far, AIX is reporting on over $13 billion in property and has established digital connectivity with the business’s main custodians and switch brokers.
Various Funding Alternate (AIX) is a number one enterprise platform that simplifies investing in alternate options – reworking the enterprise model and empowering development by connecting knowledge. AIX’s know-how helps wealth and asset managers use enterprise intelligence to handle threat, drive effectivity and enhance advisor and investor experiences. 1000’s of wealth advisors depend on AIX to assist their enterprise. AIX employs over 30 folks and relies within the Philadelphia Navy Yard. For extra data, please go to aixplatform.com or Linkedin: linkedin.com/firm/aix-alternative-investment-exchange.
Unbiased Monetary Companions (IFP) is a registered funding adviser, broker-dealer, and insurance coverage company offering technological, compliance, advertising, enterprise growth, and operational assist to its community of over 250 monetary advisors. Based in 2000 by William E. Hamm, Jr., IFP operated as a hybrid RIA and OSJ for 19 years earlier than launching its personal broker-dealer in 2019. IFP gives a platform for really unbiased monetary advisors, one constructed on selection, transparency, and advisor suggestions. For extra data, please go to ifpartners.com.
Julie Rudnick or Paige Barrett
Sard Verbinnen & Co
[email protected] or [email protected]
SOURCE Various Funding Alternate