Author: iPipeline

United Kingdom
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iPipeline Quarterly
iPipeline Quarterly UK | June 2023
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Media Coverage
Jackson Rolls Out New RILAs
Financial Advisor
iPipeline Quarterly
BGA Buzz: Q2 2023 Issue
Looking for the Best e-Delivery Product on the Market? You May Already Have It! If you’re a BGA with a license for iPipeline’s e-SSENTIALS® package, you already have access to DocFast®, one of the industry’s best e-delivery solutions. Currently used by more than 22 carriers and 976 distributors in the U.S., DocFast helps you automate
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Press Releases
iPipeline Launches New Pensions, Savings, and Investments Technology to Revolutionise and Simplify Replatforming
23 March 2023, Cheltenham, UK Financial services technology provider iPipeline is launching a new data migration solution which will enable pensions, savings, and investment providers to replatform faster than ever before. The company’s new Data Migration technology, alongside its SSG Digital platform, will allow providers to “lift and shift” their data quickly and efficiently, avoiding
iPipeline Quarterly
iPipeline Quarterly UK | March 2023
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iPipeline Quarterly
BGA Buzz: Q1 2023 Issue
Looking Ahead at Early Trends for 2023 Insights from the iPipeline Data Team  Happy New Year – or better yet – Happy 1st Quarter of 2023! Here at iPipeline, we may not believe in Ouija boards, fortune tellers, or crystal balls to forecast our future, but we do believe in our data – and the
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Press Releases
Sandringham Financial Partners Selects iPipeline’s SolutionBuilder® and PreQuo Products to Further Strengthen Adviser Tech Solutions
02 March 2023, Cheltenham, UK iPipeline® announced today that Sandringham Financial Partners has adopted its award-winning protection sourcing solution, SolutionBuilder®, and integrated PreQuo’s services into the cash flow modelling tool, CashCalc. iPipeline portals deliver 50% of all protection quotes in the UK market and enables advisers to source and compare products and prices across the
Media Coverage
Annuity Applications Jump in Quarter, Capping Off a Record Year
Life Annuity Specialist*

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Press Releases
iPipeline’s data to power financial education platform using social media to reach young people
26 January 2023, Cheltenham, UK iPipeline® — a leading provider of low code / no code content-enabled digital solutions and services to the UK financial services industry – has announced its data will now be used in the online financial education platform, Thrive Money.  Co-founded by Robert Caplan, Director and Head of Growth at First
Media Coverage
How Technology Can Help, Or Hinder, Advisory Practices
Private Wealth
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