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> > Benefit from Professional Insight
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More than just an online application or tool, IPS AdvisorPro™
offers your practice the insight and experience of the leading experts on
Investment Policy Statements. Designed under the supervision of industry
leaders, Norm Boone, MBA, CFP® and Linda Lubitz Boone, CFP®, IPS AdvisorPro™
gives you the confidence in knowing that your practice will be creating and
using "best of breed" Investment Policy Statements.
As a wealth manager, you understand the need to constantly look out for ways to
improve your practice and in turn, benefit your clients. With
IPS AdvisorPro™ that job gets a little easier. Not only will
the product make the task of creating professional Investment Policy Statement
simpler than ever, but you will have the confidence in knowing that it’s a tool
that will keep up with changes in laws and best practices through regular
updates and enhancements.
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