Syverson, Strege & Company
June 22, 2009
How a Leading Wealth Coaching Firm is using Investment Policy Statements (IPS) and the technology platform of IPS AdvisorPro® as a competitive advantage in attracting and retaining individual investors and small endowments, foundations and charities. Read more
NOW INTEGRATED: IPS AdvisorPro® and MoneyGuidePro™ – Import Financial Planning Data into Investment Policy Statements
June 8, 2009
IPS AdvisorPro® and MoneyGuideProTM Integrate Software Systems, to provide a Complete Financial and Investment Planning Solution
IPS AdvisorPro® is pleased to announce the release of its first software integration with MoneyGuideProTM, the industry’s leading financial planning software tool. With this announcement, the integration between these two industry award-winning online financial software programs is available immediately to IPS AdvisorPro® users. The new integration will save time and streamline the preparation of financial plans and investment policy statements (IPS) ensuring consistency of data between the two programs and providing financial advisors with a complete financial and investment planning solution. Read more
System Updates: March/April, 2009
June 4, 2009
UPDATE MESSAGE
In response to the degree of market downturn and unusual investment results in 2008, we just implemented an update to questions 8 & 9 in the Risk Tolerance questionnaire. In conjunction with these revisions, you may wish to update your existing client IPSs accordingly. Additionally, if you are using parallel questionnaires, you may want to adjust those, as well. Read more
