Integration Partners

IPS AdvisorPro® currently integrates with:

MoneyGuidePro™ is the first collaborative internet-based financial planning software. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor.
Save time and streamline the preparation of financial plans and investment policy statements (IPS), ensuring consistency of data between the two programs and providing financial advisors with a complete financial and investment planning solution.
CLICK HERE TO VIEW A BRIEF VIDEO ILLUSTRATING THE DETAILS OF THIS INTEGRATION.


Redtail Technology delivers web-based Client Relationship (CRM) solutions for the financial professional with online CRM tools for client management, client support and sales and marketing automation.  Please click here to view a brief video illustration of  this integration.

 

 

 

 

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Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.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

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