ABOUT

iPipeline is a leading provider of no code and low code, cloud-based software solutions for wealth management, life and annuities. For broker dealers, RIAs, custodians, securities, banks, and financial advisors, our platform offers best of breed technology that delivers all the capabilities you need for planning, executing and transacting business. Our platform provides stability, flexibility, innovation, and an experienced team dedicated to your success. Our infrastructure connects everyone in the wealth management industry, bringing life & annuity to wealth management, and asset management to life & annuity. Visit www.ipipeline.com for our homepage.

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Wealth Management Solutions

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IFS Solutions Suite

CONTACT INFORMATION

222 Valley Creek Blvd.,Suite 300
Exton, PA 19341


Phone: (484) 348-6555

Email: sales@ipipeline.com

https://www.ipipeline.com/

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