What is Memberlink®?

Memberlink® is IPI’s online community where members connect with one another, research relevant topics and stay abreast of upcoming IPI events by navigating the various sections of the site. More information

If my firm is a member of IPI, how can I get access to Memberlink®?

The primary contact for your IPI membership determines whom else within your firm may have access to Memberlink®. This primary contact can request a login for additional colleagues by communicating the names and email addresses of those individuals to IPI.

What types of events am I and my colleagues able to attend?

As part of your Advisor membership, one representative from your firm is invited to attend monthly Advisor Roundtables held in select cities throughout the United States.  These meetings feature presentations on topics of interest to the advisor community, but are also open to IPI private investors as well.  Session recordings and handouts are uploaded to Memberlink® and are available for download after each meeting. View the upcoming calendar of events.

What is an Advisor Update?

As an Advisor member of IPI, you have the opportunity to communicate with IPI's private investor and advisor community by posting Advisor Updates. In an Advisor Update, you can distribute market commentary and research that you would like to share with IPI members. What you post as an Advisor Update is up to you (with your legal counsel's guidance!), as long as it is not overly promotional. The information you share about your firm reaches more investors and peers than ever before, and members are encouraged to differentiate their firm's strategy and expertise as well as they can. Advisor members may post up to two Advisor Updates per month.

What is the Advisor DataBank®?

The Advisor DataBank® is a searchable database that allows private investor members to seek information about the various professional firms that are members of IPI.  Each firm's Advisor DataBank® listing provides basic information about the firm (such as the services and investment products offered to private clients, firm history, assets under management, etc.) contact information and a link to an archive of Advisor Updates posted by that firm.   

What is Heard From Investors?

Heard From Investors is a monthly email bulletin sent to all Advisor members that summarizes the topics currently being discussed online by IPI's private investor community. Not only does this benefit help you to stay abreast of the issues of importance to private investors, but it also allows your firm to strategically craft and distribute Advisor Updates when the investor community is most attuned to a particular issue.

What is Ask an Advisor?

Periodically, IPI will select several topics being heavily discussed online by private investors and give your firm the opportunity to craft a direct response to a question that will be posted on Memberlink®.

What is Request For Information?

Request For Information (RFI) is an online tool to aid private investor members of IPI who are searching for a new advisor, manager, or consultant in their initial due diligence.  Based on criteria pulled from your firm's Advisor DataBank® listing, a private investor may anonymously submit an RFI to your firm that includes questions they would like to ask as a prospective client.  Firms who receive the RFI are then invited to submit their answers online, which will then be passed along to the inquiring private investor.