What features and functions does IPS AdvisorPro® offer?
| 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 |
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| Questionnaire | |
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Different
for each client type |
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Printable
so client can complete |
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|
Risk
Tolerance rating is calculated |
|
| Asset Allocation Models | |
|
6
(editable) pre-built models available and/or create an UNLIMITED number of your own |
|
|
33 asset classes to choose from
|
|
|
Add
your own asset classes |
|
|
Assign
RANGES to the asset classes within each model |
|
|
Calculate
portfolio returns & risk |
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|
Can
use your own risk & return numbers |
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|
Reuse
models as often as you like |
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|
Modify
models for a single client |
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| System encourages consistency across clients and across advisors within the same company, satisfying legal & compliance requirements |
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| Personalize your IPS with your own logo | |
| Web-based program; available 24/7 | |
|
Highest
available data security |
|
|
Data
retained to make updates easy |
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| Special Compliance Officer rights | |
|
Ability
to review any firm IPS |
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| Typical Number of Pages in IPS | Unlimited |
|
Executive Summary
outline is included |
|
|
Complete
IPS with full coverage |
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| Can modify any IPS wording | |
|
Add/delete words,
paragraphs or sections |
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|
Modify the templates
for consistent usage |
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| Annual license fee per firm * | $495 |
* Annual license fee allows each subscriber firm 5 user logins and up to 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.
