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IPC Connect

IPC Advisor Connect - a client management, communication, reporting and marketing tool designed to help drive assets under management, build stronger client relationships, and streamline business

IPC Advisor Connect is designed to help IPC advisors engage and collaborate with their existing and prospective clients more effectively and cost efficiently, as well as streamline current business processes.

Understand where product and relationship building opportunities exist through Data Mining Reports.
Capture a truly consolidated view of your clients. Create Client Households by merging back office accounts into one profile to provide your clients with a household net worth report, retirement goal and budget.
Give yourself a competitive advantage against banks and other financial service providers, by providing each of your clients with a Personal Financial Management Center web site that enables them to consolidate and organize their accounts, life goals and budget.

Disclaimer: The information contained herein is specifically for BC, AB, SK, ON, QC, NB, NS and MB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions. IPC Securities Corporation is a member of the Investment Dealers Association of Canada as well as a member of the Canadian Investor Protection Fund (CIPF).