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Be the first to hear the latest news from IPS AdvisorPro® – the industry’s leading technology solution for all types of wealth management professionals and their practices. 

Please join our e-mail list so that we may periodically provide you with: relevant industry-related updates; information to help you optimize your client relationships; and, enhance your usage of Investment Policy Statements (IPS).  Complete the the form below, click “Submit” and you’re done. It’s that simple!

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Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.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