Meeting 1: Introduction Meeting

Thursdays: Introductory Session
Discover the power and flexibility of IPS AdvisorPro® system and have a chance to ask questions with 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.

https://www2.gotomeeting.com/join/272980093

Thursdays @
1:00 PM EST,
10:00 AM PST
  • Conference Call: 914-339-0010
  • Access code: 272-980-093
  • Meeting ID: 272-980-093
New User Training

Wednesdays: New User Training
Learn how to create an IPS, customize templates to reflect your firm's unique investment strategies and policies, create asset allocation models and customize asset class information. This webinar is designed for people who want to learn about integrating IPS AdvisorPro® into their practice.

https://www2.gotomeeting.com/join/413639106

Wednesdays @
1:00 PM EST,
10:00 AM PST
  • Conference Call: 914-339-0012
  • Access code: 413-639-106
  • Meeting ID: 413-639-106

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Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.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