"IPS AdvisorPro™ only does one thing, but it does it
well: It helps advisors craft unique, professional investment policy
statements. IPS AdvisorPro™ is not just
comprehensive; it is well designed, highly customizable, easy to use, and
fairly priced."
- Joel Bruckenstein Morningstar’s Technology Editor
Click here
to read article.
"The definitive tool for creating investment policy statements…"
- Bob Veres Publisher, Inside Information
Click here
to read article.
IPS AdvisorPro™ is better than my word templates. The IPS is faster to create,
the program provides important content consistency and control across clients
and the end product is more professional looking.
- David K. Henderson, CFP®
In our first week, IPS AdvisorPro™ helped us pick up a $4 million endowment
client that we might very well have lost otherwise.
- Mike Glowacki, CPA, CFP®
As a supervising principal within my broker-dealer and investment advisory firm,
I'm a big fan of my investment advisory representatives using an IPS as part of
their investment process. It helps make sure, up front, what the investment
parameters and strategy are before actual investments are made avoiding client
surprises and improving our professionalism. IPS AdvisorPro™ also offers me
document control and better oversight tools.
- Tim Turner
AIF® InterSecurities, Inc. and ORBA Financial Management®
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IPS AdvisorPro™ Introductory Session
Every Thursday at 1:00 PM (Eastern); 10:00 AM (Pacific)
Please join our meeting at
https://www2.gotomeeting.com/join/425332905
Conference Call: (616) 712-8010, access code 425-332-905
Meeting ID: 425-332-905
You are welcome to log on in advance to download available materials.
Live IPS AdvisorPro™ Setup and Training Assistance
Every Wednesday at 1:00 PM (Eastern); 10:00 AM (Pacific)
Please join our meeting at
https://www2.gotomeeting.com/join/919895414
Conference Call: (218) 339-4310, access code 919-895-414
Meeting ID: 919-895-414
You are welcome to log on in advance to download available materials.
With IPS AdvisorPro™ you will find a powerful tool to create
customized Investment Policy Statements in only minutes. Brought to you by the
experts that developed the original and popular IPS product for Ibottson
Associates, IPS AdvisorPro™ sets the standard in developing professional
Investment Policy Statements for the modern Wealth Management practice.
Whether you are a lawyer, accountant, financial planner or a money management
professional, you’ll have access to sophisticated Risk Tolerance and Asset
Allocation tools to create customized Investment Policy Statements based on
your clients’ objectives.
Save yourself the time and expense of developing your own IPS system by signing
up for IPS AdvisorPro™ today.
IPS AdvisorPro™ will help you:
- Be More Productive
- Be More Professional
- Be More Profitable
Pro Money Talk's Interview
Click here to listen to an
episode of Pro Money Talk where Norm Boone explores the history and usage of
Investment Policy Statements, as well as their application in the lives of
successful investors.
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