Integration Partners
IPS AdvisorPro® is a founding member of the organization Your Silver Bullet and is pledged to “play well” with other software programs to bring real solutions to meet your business needs today and in the future.
Spend more of your time managing your client’s money and not managing incompatible software. “You should have the freedom to select the best software for each of your core applications from different vendors without paying the price of repetitive data entry and system incompatibility.” -Your Silver Bullet.
IPS AdvisorPro® currently integrates with:
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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.
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