Interactive Meetings from IPS AdvisorPro

Introductory Sessions

THURSDAYS-1:00pm ET/10:00am PT

INTRODUCTORY TOUR 

Discover the power and flexibility of the IPS AdvisorPro® system and have a chance to ask questions of the experts. This webinar is designed for people that want to become familiar with IPS AdvisorPro® and how it can benefit them and their clients.

Thursdays @1:00PM EST, 10:00AM PST

 

register

 

 

New User Training Sessions


WEDNESDAYS-
1:00pmET/10:00am PT

New User Training Sessions

Learn how to create Investment Policy Statements (IPS), customize your firm’s global IPS templates, and more.

New User Training Sessions are open to all IPS AdvisorPro® subscribers.  Additionally, we have numerous videos available to assist you, such as:

 Wednesdays @
1:00PM EST, 10:00AM PST
 

register

 

 

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Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.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