TD Ameritrade Institutional Integrates with iPipeline to Automate New Account Opening

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.

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