Independent Financial Partners (IFP)

INSART » Fintech Integration Marketplace

Broker-Dealer Platforms, Portfolio Accounting, Portfolio Management, Retirement Planning

About
Contacts
Products / Services
Integrations
Partnership
Get Integration

About

Independent Financial Partners is a broker-dealer and registered investment adviser based out of Tampa, Florida. Our firm’s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that’s designed to build better client experiences.Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.

Contacts

https://ifpartners.com/

info@ifpartners.com

https://www.facebook.com/IndependentFinancialPartners

https://www.linkedin.com/company/ifpartners/

https://twitter.com/IF_Partners

Products / Services

Investment Platforms:

Brokerage Platform
Advisory Platform
Insurance Platform

Business Operations:

Home Office Interactions
Account Openning
Compensation

Practice Management

Client Liaisons
Succession Planning
Business Optimization

Asset Management:

Behavioral Investing Strategy
Custom Case Design
Portfolio Management
Trading Platforms

Business Solutions:

Employer Sponsored Retirement Plans
Nonqualified Plan Benefits
Business Owner Exit and Succession Planning
Financial Wellness Worksite Solution
Rik Mitigation
ERISA 3(38) Investment Management
Network of Resources

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 12

Partnership: 0

Advizr | Orion Advisors Services

Financial Planning

Advizr entered the advisor tech space in 2012 and expanded its focus to the employee financial wellness market. Its client...

Partnership

Interested in partnerships with:

No partnership categories yet. Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Get

instant integration assistance

Join Us

Get RSS

Youtube

X ( twitter )

Whether you are a founder, investor or partner – we have something for you.

For Founders

For Investors

For Partners