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.
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