Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives, announced that Independent Financial Partners (IFP), a full-service broker-dealer, registered investment adviser, and insurance agency, has launched the platform as an independent broker-dealer client.
“As AIX continues to gain momentum, we are pleased to partner with independent broker-dealer clients like IFP, who share our forward-thinking mindset,” said Brad West, Chief Operating Officer of AIX. “We are excited to continue building a meaningful relationship with the team at IFP and look forward to helping them realize new levels of efficiency and growth.”
AIX’s innovative solution offers numerous benefits for IFP, including a differentiated, state-of-the-art advisor experience, firm risk reduction through automatic enforcement of compliance policies and procedures, and new operational efficiencies that positively impact the firm’s bottom line. Because AIX can white label their solution and seamlessly integrate within clients’ existing structures, IFP can maintain the relationship directly with their own licensed financial advisors while controlling the experience efficiently and in full compliance.
“AIX’s ability to be entrepreneurial and its flexible, consultative approach to fintech is something we look for in a partner,” adds Aaron Gilman, Chief Investment Officer of IFP. “An advisor’s credibility is on the line every time they have to go back to their client for a ‘not-in-good-order’ trade, or NIGO. So, if we can make the experience seamless, advisors won’t feel like they’re going to ruin a relationship by introducing clients to a new investment product.”
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