When making the transition to affiliate with IEMP, one of our top priorities is making sure you and your clients are transferred with the greatest accuracy and care.

IEM’s 40+ years of operational know-how in the financial advisory and service business, along with Commonwealth Financial Network’s® seasoned transition and operations team, work hand-in-hand with you and your staff every step of the way through a well-planned conversion process.

The rubber meets the road when IEMP and Commonwealth Financial Network® open the client accounts and create a client household and client relationship manager record all while providing customized white-glove service and support to you and your team across the spectrum of client circumstances and account types.

IEMP’s back office is there for you and your team to help make the transition of your clients as hassle-free as possible.

IEMP offers an easy-to-navigate platform to take care of your staffing and HR needs.

We help manage your payroll benefits deductions and tax withholdings, medical insurance, 401K savings, onboarding, paid time off management, finding your federal, state, and local tax forms, and more.

Take the confusion and stress out of doing staffing and human resources on your own with the help of IEMP.

For financial advisors, we know what matters most, the well-being and relationships that you have with your clients – and IEMP is no different. This, in essence, is our profession and where we truly provide value for our partners.

With IEMP, you have the privilege of offering a deeper client experience through some of the industry’s most cutting-edge technology at your disposal.

With our trusted back office partner, Commonwealth Financial Network®, our financial advisors utilize their Investor360, Practice360, and Community Link platforms to manage, track, and adjust client portfolios in real-time.

This powerful technology can help you do more for your clients – including compliance and security, portfolio reporting, personalized dashboards, financial planning tools, investment proposals, models/rebalancing, trading, contact management, document imaging, e-operations, and a client portal for easy access.

With your dedicated IEMP staff, take your marketing and communications goals to the next level. IEMP offers fully-customized marketing and communications execution including:

• Website Development

• Branding

• Social Media

• Public Relations

• And More

Our marketing department offers ongoing consultations and implementation - all designed to ensure you have an expert by your side at all times.

There’s more to moving than getting your belongings from A to B. If the thought of setting up insurance, internet, or utilities, while transitioning your business makes you uncomfortable, IEMP has you covered. We work on your behalf, executing the ins and outs of your office tours, lease and move.

Our dedicated team at IEMP will take the lead with your office, lease, and space. We keep the process moving from beginning to end – including facilitating lease agreements, technology, and internet installation, office signage, supplies, and more.

Along with the dedicated services of the IEMP team, you will also have the assistance of our back-office partner - Commonwealth Financial Network®.

In 2018 our parent company, IEM, joined forces with Commonwealth Financial Network® due to their impeccable reputation as one of the nation’s leading broker-dealers throughout the financial services industry. Some of the ways Commonwealth Financial Network® sets themselves apart from others in the industry is their 2-to-1 advisor/staff ratio, an average CFN advisor with assets of >100MM, and the security of assets while utilizing National Financial Services, Inc. (NFS) clearinghouse.

Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

• Economies of Scale

• Business Planning Playbook

• Practice Management/Business Development

• Optional Outsourced Money Management