Technology
Tools to build your practice
IFG provides a wide array of proven technologies to assist you while you build the best practice imaginable.
AccessPoint
IFG’s online, wealth management platform that allows you to efficiently and effectively manage client assets in a comprehensive fashion, tailored to your own investment management philosophy. Powered by Envestnet’s Technology, the platform helps meet the needs of today’s most demanding, most sophisticated clients. Being “Client-Centric”, AccessPoint employs a built-in four-step process that helps Advisors identify client goals, construct an appropriate strategy, implement the investment plan, and monitor its effectiveness through market cycles.
Albridge Solutions
We understand the value of time, so we’ve partnered with Albridge Solutions to offer you a convenient online system that automatically gathers, scrubs, and creates reports from client data collected from a variety of sources. And, with our special discounted monthly fee, generating up-to-date consolidated statements and performance reports has never been easier or more affordable.
Fund Evaluation Group (FEG)
An investment advisory service firm collaborating with IFG to offer in-depth education on current investment strategies and trends. FEG’s internal research engine is powered by tenured investment professionals to select the highest conviction list of mutual fund managers in a variety of asset classes.
NetX360
Pershing’s online trading and account management program provides the power and flexibility you need to efficiently manage your day to-day business. Intuitive menus enable you to easily place orders for stocks, options and mutual funds. Real-time order status makes it easy to track the pending, open, and executed stages of the order. In addition to trading, you can access balances, projected cash flow, transaction history, and commission details, as well as quotes, research and forms.
RedTail CRM
A web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
IFG Gateway
Independent Financial Group’s private-labeled web-based application called Gateway gives you the ability to expand and manage your practice. IFG Gateway gives registered representatives access to comprehensive commission and client information and also allows the integration of LaserApp and Albridge in the processing of client business.
Morningstar Annuity Intelligence
An online tool that simplifies the process of researching variable annuity contracts, supporting suitability reviews, compliance, and sales.
Laser App
Laser App is a form-filling software that will auto–populate forms. Laser App uses your broker, representative, and client data to assist you in filling out the tedious and redundant fields in securities, annuity, clearing firm, and broker dealer forms. Your data can be pulled directly from your contact management system, your database or from Albridge Solutions.
Intermedia
Provides the most comprehensive, affordable website hosting service available to the insurance and financial services industry.
Pension Resource Institute (PRI)
A web-based portal that provides tools, training, and sales resources specifically geared to the ERISA retirement plan marketplace. The layout of the website is intuitively structured to match how you do business beginning with marketing & prospecting, provider searches, and plan servicing. The PRI website is accessed through Gateway and all of its content is free of charge.
IFG Website
With an impressive scope of both content and functionality, the Independent Financial Group website serves as the online front office for our network of independent representatives.
Interactive Commission Statements
Access to the commission system allows you to view your clients, which states you are licensed in, as well as pick up your commission statements and view your pending commissions. Commissions are paid bi-monthly through direct deposit.
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Try us out and schedule a home office visit at anytime. You won’t be disappointed.
