How It Works
Flexible Custody Solutions for Today’s RIAs
There’s a reason you chose to be independent. You’re building the business you want while creating an exceptional client experience. You have the vision and the drive. It’s time you had the systems and support to operate more efficiently.
Flexibility to align with your vision
At IFGX, our open architecture provides highly flexible integration opportunities and supports multi-custodian technology. Bundling these technology offerings creates a turnkey solution for increased efficiency.
Dedicated service to support you
Beyond the technology and solutions, you’ll want the right partner too. From platform design through onboarding and beyond – our team is focused on your success.
Scalability to match your growth
Our turnkey solutions are designed to work with RIAs of nearly any size. Whether your plan is to grow your client base, focus on a niche market or broaden your product offerings, IFGX’s customizable platform can evolve with your business.
From Consultation to Live Execution in 3 Steps
Strategic Profile Assessment
STEP 1
The Outbound Consultation Call.
Once you register your interest, one of our senior institutional matchers calls you directly. We conduct a brief, 10-minute assessment detailing your risk parameters, geographical compliance constraints, capitalization structure, and latency requirements.
Broker Allocation & Infrastructure Selection
STEP 2
Custom Mapping Matrix
We match your metadata against our proprietary clearing house and prime broker directory. We present you with 2 to 3 tailored options highlighting specific fee schedules, execution speeds, and regulatory asset protections that align perfectly with your strategy.
Priority Onboarding & Liquidity Activation
STEP 2
Fast-Track Verification
We introduce you directly to the compliance desks of your chosen institutional platforms. Your account receives expedited VIP processing, priority documentation handling, and instantaneous technical setup under our custom-negotiated spread and rebate matrices.
Why work with an Introducing Broker instead of signing up directly?
Volume power. Because we route thousands of standard lots and millions in institutional capital to our partner networks every month, we hold the leverage to secure deeper liquidity pools, customized margin limits, and lower commission tiers than any single retail or corporate client can access on their own.
Let's Talk How We Can Help You
At IFGX Clearing we are focused on creating business partnerships that empower the success of the firms we serve. By providing flexible brokerage and clearing platforms and strategic services, our correspondents can focus on growing their business.
Let’s connect to see if our clearing and custody solutions are right for your firm.
