Tag: Robert Powell
Press Releases
LIBRA Successfully Launches Innovative Technology from iPipeline® to Aggregate, Accelerate, and Ensure Compliance of Data
iPipeline’s Agency Integrator Streamlines Data from Various Sources into One Source to Create Robust, Meaningful, and Compliant Dashboards for Member BGAs  EXTON, PA and BALTIMORE, MD —October 11, 2023—iPipeline® announces that LIBRA Insurance Partners, the largest independently owned life insurance marketing organization (IMO) in the United States, successfully implemented its Agency Integrator product recently to support the LIBRA
Media Coverage
Conquering The Frustrations That Come With Annuities
Financial Advisor
Press Releases
Advisor Group Selects iPipeline® Order Entry Technology to Streamline Annuities for Financial Professionals
iPipeline Ecosystem’s Solutions Create Operational and Supervisory Efficiencies to Simplify the Processof Helping Clients Benefit from Annuities EXTON, PA—March 9, 2023—iPipeline® announces that Advisor Group, the nation’s largest network of independent wealth management firms, has chosen to harness iPipeline’s AFFIRM® for Annuities order entry system to optimize annuity transactions for financial professionals. The Advisor Group
Media Coverage
How Technology Can Help, Or Hinder, Advisory Practices
Private Wealth
The Unveiling of Laser App's New User Experience with Robert Powell
Intelligent Financial Forms | Forms Aggregator | CRM Integration Presenter: Robert Powell, Vice President of Wealth Management Sales Get a firsthand look at Laser App's completely revamped user experience, featuring new iPipeline technology and simplifying how to centralize and process business.
5 Reasons to Switch to an Automated & Streamlined Digital NAO Solution This Year
Your New Account Opening (NAO) system may feel like a chronic health condition that hasn’t been treated. You deal with the day-to-day and go through your current routine because you’re used to it. But it feels like the effort to make a change will be monumental.  Eventually, with some prodding, you make the appointment with