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> > Distinguish Your Practice
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IPS AdvisorPro™ gives you all the powerful tools you need to
do the job of creating a perfect IPS every time. You’ll distinguish your
practice with sophisticated risk tolerance questionnaires and asset allocation
models which not only look good, but more importantly, create impressive
results. These tools were designed to work together to create an integrated IPS
solution that will impress clients and do the important work that an IPS needs
to do – establish goals, clarify policies and communicate procedures.
Other helpful aides are also included with your IPS AdvisorPro™
solution. You will receive a discussion guide and questionnaire which you can
use to work with clients during the information gathering stages of creating an
Investment Policy Statements. With IPS AdvisorPro™ you’ll know
that you have all the details you need to create the perfect IPS for your
clients every time.
As current and potential clients wrestle with a cacophony of advice and offers
related to their financial lives, you can start immediately serving them better
with Investment Policy Statements from IPS AdvisorPro™.
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