Advisory Solutions
Wealth management is about relationships. More and more consumers today are interested in relationship-focused advice rather than simply product offerings. Available through broker dealer, Independent Financial Group, you will have access to our robust investment research, integrated Web-based financial planning tools, and leading advisory platform that can help position you as the source of trusted, unbiased wealth management advice.


IFG’s online, wealth management platform that allows you to efficiently and effectively manage client assets in a comprehensive fashion, tailored to your own investment management philosophy. Powered by Envestnet’s Technology, the platform helps meet the needs of today’s most demanding, most sophisticated clients. Being “Client-Centric”, AccessPoint employs a built-in four-step process that helps Advisors identify client goals, construct an appropriate strategy, implement the investment plan, and monitor its effectiveness through market cycles.