|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.