IPS AdvisorPro® Blog
Visit IPS AdvisorPro® at the TD Ameritrade National Conference
IPS AdvisorPro® is pleased to announce its inaugural participation in TD Ameritrade’s National Conference.
WHEN: February 1 – 4, 2012
WHERE: Marriott World Center, Orlando, Florida, BOOTH # 423
We hope you will stop by and visit us — and enjoy our homemade cookies, too!
McNamara Financial Services, Inc.
A Case Study in how a comprehensive financial planning and investment management firm is enhancing its service offering through the technology platform of IPS AdvisorPro®. Read more
The Henderson Group
A Case Study in how a leading family wealth management firm is enhancing its service offering through the technology platform of IPS AdvisorPro®. Read more
IPS AdvisorPro® announces a new USER GROUP on LinkedIn
IPS AdvisorPro® is pleased to announce its new user group on LinkedIn.
The IPS AdvisorPro® User’s Group is a new community on LinkedIn specifically designed for users of IPS AdvisorPro® to share tips, marketing ideas, best practices and the latest wealth management trends impacting the use of Investment Policy Statements. We welcome all of our users to join by clicking here.
Interested in more information on the industry’s leading Investment Policy Statement tool, please join our weekly demo (Meeting 1: Introductory Tour) and/or contact us at info@IPSAdvisorPro.com to learn more.
Because All Investment Policy Statements are NOT created Equal!
IPS AdvisorPro®, an award-winning technology platform designed for creating, managing and updating fully customized Investment Policy Statements (IPS) hosted an exhibitor presentation of its tool at the recent FPA Experience 2011 conference in San Diego, CA.
If you missed it at the conference AND/OR would like to learn more about IPS AdvisorPro®, we welcome you to LEARN MORE by joining us for our weekly demo (Meeting 1: Introductory Tour)!
Created BY Advisors FOR Advisors, IPS AdvisorPro® offers the ULTIMATE BENEFIT for creating Investment Policy Statements – FLEXIBILITY! Since all IPSs are NOT the same, users can fully edit the content and flow of the (8 unique client-type) IPS templates to describe their unique processes and procedures, and tailor all client IPSs. AND, with one click template edits can be broadcast to all previously created IPSs. Unique supervisory controls are available, and current integrations include MoneyGuidePro™ and Redtail CRM.
Keats, Connelly and Associates, LLC
A Case Study in how a leading cross-border financial advisory firm is enhancing its service offering through the technology platform of IPS AdvisorPro®. Read more
IPS AdvisorPro® Announces Intern Training Program
IPS AdvisorPro® Launches Intern Training Program
~ Innovative program will train interns at advisory firms to implement Investment Policy Statements as well as highlight ways to facilitate a successful internship
Miami, FL – June 13, 2011. IPS AdvisorPro® announced today a new training program designed to enhance the intern experience at financial advisory firms by providing them with a technology focus as well as sharing the best practices for what makes a successful internship. The IPS AdvisorPro® intern training program will provide training to interns to manage the Investment Policy Statement (IPS) process through the innovative IPS AdvisorPro® technology platform. Additionally, the training program will offer tips, ideas, best practices and strategies for designing a meaningful experience that will position interns for a future career in the wealth management industry.
Click here to download the PDF version of this Press Release. Read more
The Importance of an Investment Policy Statement cited during breakout session at NAPFA’s National Conference (2011)
At NAPFA’s recent National Conference (May 18 – 20, 2011, Salt Lake City, UT), Ron Rhoades, director of research and chief compliance officer of Joseph Capital Management (Hernando, FL), provided financial advisors with suggestions on providing their clients with optimal service – and also protecting themselves from potential litigation. These suggestions were incorporated in his breakout session titled Your Fiduciary Duties: Due Diligence, Disclosures, and Compliance Hot Topics, and espoused the importance of having an Investment Policy Statement (IPS).
Please click here to read Larry Barrett’s article (Financial Planning Online, Mary 23, 2011), which describes the content of the session conducted by Ron Rhoades.
IPS AdvisorPro® Selected by United Planners
United Planners Selects IPS AdvisorPro® For Investment Planning Technology
~ Innovative Platform Will Provide United Planners Financial Services with Web-based Tools for Creating Investment Policy Statements~
Miami, FL and Scottsdale, AZ– May 23, 2011. United Planners Financial Services announced today the selection of IPS AdvisorPro® to provide their sales force with advanced investment planning tools for developing Investment Policy Statements (IPS). Read more
IPS AdvisorPro® Celebrates 5th Anniversary
~ 5 year milestone marks rapid growth of innovative technology platform and industry adoption of Investment Policy Statements as the key tool to manage client relationships
Please click here to read more.
