TD Ameritrade Institutional Integrates with iPipeline to Automate New Account Opening

Business Wire

Advisors Spend Less Time Processing Forms and More Time Managing Assets

EXTON, Pa.--(BUSINESS WIRE)-- iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced TD Ameritrade Institutional is collaborating with iPipeline to automate new-account opening for independent registered investment advisors. iPipeline’s iGO® Account Opening product allows advisors to execute account opening by simply choosing clients in a CRM and submitting in Good Order (iGO) information via Laser App® Anywhere mobile software to open an account with TD Ameritrade Institutional.

TD Ameritrade Institutional becomes the first custodian to integrate the iGO Account Opening solution.

“On a daily basis, advisors process lots of forms that support all different business types. The time investment for opening new accounts is typically one hour, and this time could be better spent managing assets and meeting with clients—their real job,” said Tim Wallace, CEO, iPipeline. “iGO Account Opening was developed to provide advisors with an automated and consistent experience. By seamlessly integrating our product with TD Ameritrade Institutional, any advisor doing business with them can open accounts more quickly and accurately. We’ve built our reputation on delivering speed and simplicity to the life insurance industry through innovation, and we are focused on doing the same for advisors in the financial services industry. iPipeline is pleased to be collaborating with TD Ameritrade Institutional on this advancement.”

“Opening accounts takes time, and every minute we shave off that process for the advisor adds up,” said Bob Mahoney, Director, Technology Solutions, TD Ameritrade Institutional. “iPipeline has provided us with an automated solution that helps to reduce errors by taking the data from an advisor’s CRM to open new accounts. By substantially reducing Not in Good Order (NiGO) submissions and speeding up the process, advisors can focus more on clients and less on administrative tasks. We expect registered investment advisors will benefit from greater efficiency and accuracy.”

iPipeline’s solutions are designed to enable the life insurance and financial services industry to automate and simplify all new business, administration, and in force management tasks to achieve desirable business outcomes. For assistance in reimagining how your organization does business and achieving a competitive advantage, contact [email protected] or call 1-800-758-0824, option 2. To explore iPipeline’s Connections 2019 User Meeting & Conference being held at the Aria Resort & Casino in Las Vegas from March 17-19, click here.

About TD Ameritrade Institutional

TD Ameritrade Institutional empowers more than 6,000 independent registered investment advisors to transform the lives of their clients. We provide powerful technology and resources that help simplify running a business and let advisors do what matters most — spend time serving their clients. Through meaningful innovation, steadfast advocacy and unwavering service, we support RIAs as they build businesses that positively impact their clients and communities. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., member FINRA/SIPC, a brokerage subsidiary of TD Ameritrade Holding Corporation.

About iPipeline

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS-based new business acquisition platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the financial services industry including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers. Our innovative solutions enable automated processing for pre-sales, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, consumer delivery and self-service, and agency and firm management.

iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 130 carriers, 1,300 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.