|
|
|

|
|
|
With built in tools designed to save you time and money, IPS AdvisorPro™
offers a simple and effective way to begin using Investment Policy Statements.
Building your own system can lead to expensive outside consultants or even
worse-a drain on your valuable time. With IPS AdvisorPro™ you
get an instant solution, one that you can confidently start using with your
clients from day one.
Furthermore, IPS AdvisorPro™ incorporates valuable tools for
measuring risk tolerance and defining asset allocations so that you do not have
to make multiple systems work together or add time consuming additions to IPS
AdvisorPro™ to make it right for your practice. Simply stated,
IPS AdvisorPro™ was designed to be the out of the box IPS
solution for the modern wealth manager.
|
|
|
|