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Intermediaries


As a financial advisor or brokerage firm, whether you work through sub-brokers for mutual fund distribution or agents for selling insurance to your end client, IPM allows you to flexibly define intermediary relationship.

For client convenience and servicing, if you prefer your intermediary's role turning into of a relationship manager, IPM permits this possibility also. Even in hosted IPM solution where your clients whether direct or through your sub-brokers/agent who access the software online, we ensure that your intermediary channel is not exposed to your client base.

The best part is the hosted solution permits your end clients to add their own brokers or agents through whom they execute other investment transactions.

Set broker / sub-broker / agent channels for your business.

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Intermediaries Features

  •  Manage sub-brokers or agents
  •  Extend the role of RM to intermediary as necessary
  •  Support for other brokers for your clients but unrelated to your advisor business