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.

Conference Call: 914-339-0010

Access code: 272-980-093

Meeting ID: 272-980-093

New User Training Sessions

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

IPS TEMPLATE MANAGEMENT (Session #1)

This training will focus on customizing your IPS templates to reflect your firm’s unique investment strategies and policies, so that you can efficiently create your clients’ Investment Policy Statements. Approximately 1 hour.

Conference Call: 914-339-0012

Access code: 413-639-106

Meeting ID: 413-639-106

WEDNESDAYS-2:00pm ET/11:00am PT

NAVIGATION and Other Setup Features (Session #2)

This training will concentrate on: managing asset classes & Asset Allocation Models; creating, updating and managing Investment Policy Statements; applying your firm’s logo to all IPSs; globally setting fonts and colors for all IPSs you create; and, utilizing our active integrations, i.e., MoneyGuidePro™, Redtail, etc. Approximately 1 hour.

Conference Call: 914-339-0012

Access code: 413-639-106

Meeting ID: 413-639-106