IPS AdvisorPro® is an award-winning online technology platform designed to help advisors create fully customized Investment Policy Statements (IPS) unique to their processes and procedures, and the circumstances of each client. The system, which includes IPS templates addressing eight specific client types -- each with corresponding questionnaires, is flexible, dynamic and easy to use.
Developed by industry thought leaders Norm Boone, MBA, CFP® and Linda Lubitz Boone, CFP®, authors of Creating an Investment Policy Statement: Guidelines and Templates (FPA Press), IPS AdvisorPro® is the leading IPS technology solution for wealth management professionals to help systematize and standardize their investment process.
Specialties
Tool to Create & Manage FULLY CUSTOMIZED IPSs, Assign ranges to all asset classes within a model - with/without a target, Broadcast changes to all previously created IPSs at once, Supervisory control of IPS content ensures COMPLIANCE requirements
