Which version of IPS AdvisorPro® is right for you?
| Standard | Professional | |
| Set up Wizard guides you in start-up phase |  |
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| Context-based help and advice |  |
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| 8 different IPS templates for 8 client types | |
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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
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| Asset Allocation Models | ||
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Six models provided
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Create your own custom models
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30 asset classes to choose from
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Add your own asset classes
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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 | |
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| Web-based program; available 24/7 | |
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Highest available data security
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Data retained to make updates easy
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| Special Compliance Officer rights | |
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Ability to review any firm IPS
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| Typical Number of Pages in IPS | 1-2 | Unlimited |
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Summary outline IPS; minimal detail
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Complete IPS with full coverage
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| Can modify any IPS wording | |
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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 * | $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.
