Go beyond investment advice


At IG, Advisors go beyond investments to help clients see every dimension of their financial lives, from retirement and estate planning to insurance, mortgages and more. Our integrated planning approach brings together tools, expertise and support to help our Advisors deliver a best-in-class advice experience.

Technology designed for today’s advisors

IG Advisors have access to industry-leading planning technology, AI-driven tools and digital resources that help simplify complex conversations, personalize advice and create more time for client relationships. 

  • Conquest planning technology supports personalized, strategy-driven advice.
  • Marketing resources help Advisors connect with clients and grow their presence.
  • The IG Living Plan helps clients explore “what if” scenarios and track progress.

Expertise behind every Advisor

IG Advisors are backed by our Advanced Financial Planning team and global investment expertise, helping them support complex client needs and deliver integrated advice for diverse client goals.

  • Advanced financial planning provides access to accountants, pension experts, tax and estate lawyers, and securities, insurance and mortgage specialists.
  •  A versatile investment shelf includes high-performing portfolios managed by world-leading sub-advisors across the globe and built to meet diverse client goals.
  • Award-winning performance includes four- and five-star investment funds recognized by Morningstar and Fundata A+ Awards.