IPC completes back-office conversion of former IPG Advisors on to UNIVERIS platform
TORONTO, Aug. 27, 2015 /CNW/ - In August 2013, Investment Planning Counsel (IPC) acquired Independent Planning Group (IPG), a gain of approximately 150 Financial Advisors operating in Ontario, Quebec and British Columbia with over $2 billion in assets under administration.
Over the past 19 years IPC has invested heavily in all the tools Advisors need to enhance and run their practice. And as part of the IPC business growth roadmap, a decision was made to convert IPG data from the existing competitor system to IPC's UNIVERIS environment. Earlier this summer, UNIVERIS completed a successful migration of all former IPG Advisors over to the system. "A seamless conversion was the key focus for us and UNIVERIS, in order to create an easy changeover for former IPG Advisors. With that goal, UNIVERIS was able to deliver smooth execution of a stable and secure system for our newly transitioned advisors," says Reggie Alvares, Executive Vice President at IPC.
The conversion included members of the IPC and UNIVERIS project teams who worked in cohesion to make sure that there was continuous support for Advisors. "We are committed to our client's growth and expansion efforts through continued partnership and support. Fundamentally, businesses succeed by having effective operations and solid technology. Our clients know they have a platform that makes sense long-term and a team that will work with them to ensure that their wealth management software needs align with their growth plan," says Emmanuel Gonnet, Vice President of Product at UNIVERIS.
UNIVERIS is a leading provider of enterprise retail wealth management software. Designed for small to large-scale operations, UNIVERIS offers a comprehensive solution suite that automates advisor tasks, compliance, reporting and many other key aspects required for delivering superior investor services. The unified, digital platform enables investors to manage many types of investment products on one system. UNIVERIS is available as deployed software or as a service through Flex. For more information, please visit www.Univeris.com.
About Investment Planning Counsel Inc.
Investment Planning Counsel Inc. is an integrated wealth management company founded in 1996. Investment Planning Counsel was created to support Advisors in delivering a distinctive client service experience by providing client-focused advice that helps Canadians live their dreams. With $22 billion in assets under administration, Investment Planning Counsel is a member of the IGM Financial Inc. (TSX: IGM) group of companies. IGM Financial is one of Canada's premier financial services companies with approximately $138 billion in total assets under management as of July 31, 2015. For more information, please visit www.ipcc.ca.
Image with caption: "UNIVERIS (CNW Group/Univeris)". Image available at: http://photos.newswire.ca/images/download/20150827_C2854_PHOTO_EN_485070.jpg
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