IPS AdvisorPro™ Pricing

IPS AdvisorPro. An Online Investment Policy Solution for the Professional Wealth Manager

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Which IPS AdvisorPro™ product is right for you?

	Standard	Professional
Set up Wizard guides you in start-up phase
Context-based help and advice
8 different IPS templates for 8 client types
Individual/Family, Trust, Profit Sharing/Defined Contribution Plan, Pension Plan, Self-directed 401(k) Plan, Endowment/Foundation, Charitable Trust, Insurance Policy
Questionnaire
Different for each client type
Printable so client can complete
Risk Tolerance rating is calculated
Asset Allocation Models
Six models provided
Create your own custom models
16 asset classes to choose from
Add your own asset classes
Calculate portfolio returns & risk
Can use your own risk & return numbers
Reuse models as often as you like
Modify models for a single client
System encourages consistency across clients and across advisors within the same company, satisfying legal & compliance requirements
Personalize your IPS with your own logo
Web-based program; available 24/7
Highest available data security
Data retained to make updates easy
Special Compliance Officer rights
Insert required wording wherever desired
Ability to review any firm IPS
Typical Number of Pages in IPS	1-2	10-18
Summary outline IPS; minimal detail
Complete IPS with full coverage
Can modify any IPS wording
Add/delete words, paragraphs or sections
Modify the templates for consistent usage
Annual license fee per firm *	$395	$495

* Annual license fee allows each subscriber firm 100 IPSs per year. The fee is charged on the anniversary date (the counter is reset to 100) or when you reach the 100th IPS (the anniversary date is reset), whichever comes first. Institutional pricing is available.