IPX Recordkeeping Technology
Imagine…
if there were a way to easily manage retirement accounts in one system that efficiently supports multiple investment programs and their financial advisors.
Investment Provider XChange (IPX) is a modernized recordkeeping and trust and custody platform that delivers administration services across all retirement account types.
Customized Investment Programs
The centerpiece of IPX is the Open Architecture Plus system – an open investment trading platform that allows access to brand name mutual funds, annuities, and professional investment strategists.
Online Access on Any Device
Sharing the common objectives of providing an excellent user experience to clients and their service providers, IPX provides a spectrum of online portals which enable access to centralized processing and constructive collaboration from all parties.
Data Security & Process Integrity
FPS maintains three levels of auditing controls:
- Our internal auditing staff monitors all activities on an ongoing basis
- We conduct annual SOC I Level II audits to ensure our policies and procedures effectiveness, and
- Safety and Soundness State audit of the FPS Trust financial status and operations.
