A Video Introduction to IPS AdvisorPro™ Using Windows Media Player
Topics reviewed in the introductory tour include:
- Overview of the Process
- Samples of IPS documents—the output
- An Introduction to the Wizard and its steps
- Five Steps to Creating an IPS
- Create an IPS
- Fill in the Questionnaire
- Choose the Asset Allocation Model
- Print & Review
- Modify if needed, then print a final IPS
- IPS AdvisorPro™ Pricing
Click on the "Play Video" button below and let your computer do the rest.
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