Advisor Group Selects iPipeline Order Entry Technology to Streamline Annuities for Financial Professionals


EXTON, PA — iPipeline® this week announced that Advisor Group has chosen to harness iPipeline’s AFFIRM® for Annuities order entry system to optimize annuity transactions for financial professionals.

The Advisor Group network consists of more than 11,000 financial professionals associated with eight wealth management firms—FSC Securities Corp., Royal Alliance, SagePoint Financial, Securities America, Triad Advisors, and Woodbury Financial Services, American Portfolios and Infinex.  Through this relationship, financial professionals affiliated with Advisor Group will gain access to iPipeline’s Order Entry system to digitize their business and enhance the agent and user experience.

The AFFIRM for Annuities order entry system will enable advisors to:

  • Reduce Not in Good Order (NiGO) transactions.
  • Immediately identify which contracts are eligible for withdrawals and subsequent payments—without the need to conduct extensive research.
  • Seamlessly route annuity orders to existing compliance and suitability queues using robust application programming interface (API) and messaging capabilities.
  • Accommodate various rules, forms, and transmission changes, and quickly adapt to regulatory updates.

“The iPipeline ecosystem strengthens the ability of financial professionals to better serve clients choosing annuities in an ever-evolving marketplace—by increasing efficiency and decreasing risk,” said Robert Powell, Vice President of Sales and Wealth Management at iPipeline. “We continue our drive to innovate, further improve, and personalize the overall annuities experience. Our order entry platform will empower Advisor Group to expand its financial professional base, its client base, and its business, through simplifying the often complex and expensive processes associated with annuities.”

“Investment in cutting-edge technology is a crucial element of our ongoing commitment to our sales force, and to growing and differentiating our offering,” said Leslie Ayers, Chief Supervision Officer at Advisor Group. “iPipeline’s digital solutions and platforms will help us provide even more effective supervision and regulatory compliance for our financial professionals, while at the same time, making it so much easier for them to do business on the annuities side.”

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