San Diego, CA – February 2nd, 2025 — Independent Financial Group, LLC (IFG), a leading independent broker-dealer based in San Diego, is proud to announce a new strategic partnership with AIX (Alternative Investment Exchange), a leading digital platform for alternative investment transactions. This collaboration marks a significant step forward in IFG’s commitment to delivering operational excellence, improving advisor efficiency, and enhancing the client experience.
Through the integration of AIX’s straight-through-processing capabilities, IFG advisors will now benefit from a fully digital, end-to-end subscription process for a wide range of alternative investment products. AIX’s technology platform eliminates the need for manual data entry, reducing errors and accelerating the overall investment cycle
“At Independent Financial Group, we’re focused on providing our advisors with best-in-class tools that support their business and elevate the experience for their clients,” said Colby Taylor, Manager of Alternative Investments at IFG. “Partnering with AIX allows us to digitize and simplify a traditionally cumbersome process, making it easier and more efficient to allocate capital into alternative investments.”
The adoption of straight-through-processing through AIX aligns with IFG’s broader vision of embracing technology solutions that drive transparency, accuracy, and scalability in the alternative investment space. With a growing appetite for alternatives among investors, this partnership ensures that IFG’s advisors remain competitive and agile in a rapidly evolving marketplace.
“IFG is an ideal partner for AIX, given its unwavering focus on enhancing both the advisor and investor experience as clients strive to achieve their financial goals through smarter, more efficient access to alternative investments and beyond,” said Joe Ujobai, CEO at AIX. “We are excited about the strong foundation this relationship has established and sincerely thank IFG and its network for embracing AIX’s industry-leading solution and its deep connectivity across the broader industry ecosystem.”
“This partnership reflects a shared vision to drive innovation, streamline processes, and deliver better outcomes for advisors and their clients” Joe added.
The AIX platform is now live and available to IFG-affiliated advisors, with full training and support provided to ensure a seamless transition.
About Independent Financial Group
Independent Financial Group, LLC (IFG) is a privately held independent broker-dealer headquartered in San Diego, California. Founded in 2003, IFG supports a network of over 600 independent financial professionals across the United States. IFG provides a comprehensive suite of services, technology, and investment solutions designed to help advisors build thriving, client-centric businesses.
About AIX
Alternative Investment Exchange (AIX) is a leading digital platform built to streamline and automate the alternative investment process. AIX provides a fully digital, straight-through processing experience that connects advisors, asset managers, custodians, and transfer agents to eliminate inefficiencies and reduce risk in the alternative investment lifecycle.
For AIX: [email protected]
833-524-9249