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Interactive Brokers
Client Engagement
Luminaries 2025 Impact Statement
Interactive Brokers (IBKR) is a leading provider of technology-driven brokerage and custodial solutions that help independent financial advisors serve clients more efficiently. The company’s mission is to equip advisors with the best tools to optimize returns, manage risk, and grow their practice at scale. U.S.-based independent registered investment advisors (RIAs) can easily create custom portfolio performance reports and market commentary using IBKR’s AI Commentary Generator, a new generative AI-enabled tool designed to help — not replace — advisors with client portfolio performance reporting, market updates and ticker-specific news. The AI Commentary Generator conducts research in seconds that would otherwise take hours to complete by combing through dozens of sources and citing them for the advisor's convenience.
