IPS AdvisorPro® makes Investment Policy Statements simple to create and efficient to use. With an encrypted, secure web-based environment, you’ll enjoy the flexibility of working with IPS AdvisorPro® in the office, at home or even while traveling. IPS’s for eight different client types: Individual/Family, Trust, Endowment/Foundation, Charitable Trust, Profit Sharing Plan, Pension Plan, Self Directed 401K Plan and Life Insurance are provided. And because IPS AdvisorPro® was created by financial advisors, it’s designed to integrate easily with how you manage your business.FINRA reviewed and consistent with applicable standards.

IPS AdvisorPro® sets the standard for creating custom and professional Investment Policy Statements in a matter of minutes.

Professional Investment Policy Statements

Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.
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Take A Guided Tour

Our online video shows how to easily create an investment policy statement in five simple steps: create a new client, view the questionnaire, choose an asset allocation model, generate and edit the final wording.
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