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
Questionnaire
Different
for each client type
Printable
so client can complete
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
Can
use your own risk & return numbers
Reuse
models as often as you like
Modify
models for a single client
System encourages consistency across clients and across
advisors within the same company, satisfying legal & compliance
requirements
Personalize your IPS with your own logo
Web-based program; available 24/7
Highest
available data security
Data
retained to make updates easy
Special Compliance Officer rights
Ability
to review any firm IPS
Typical Number of Pages in IPS Unlimited
Executive Summary
outline is included
    
Complete
IPS with full coverage
Can modify any IPS wording
Add/delete words,
paragraphs or sections
Modify the templates
for consistent usage
Annual license fee per firm * $495

btnsignupnow

* 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.

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Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.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

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.
» Watch video