Joel Bruckenstein, Morningstar’s Technology Editor: “IPS AdvisorPro® only does one thing, but it does it well: It helps advisors craft unique, professional investment policy statements…” Click here to read.

Bob Veres, Publisher, Inside Information: “The definitive tool for creating investment policy statements…” Click here to read.

Andrew Gluck, Financial Advisor Magazine: “The Boones have created a web-based system with templates that can be customized, making it simpler to create and maintain IPSes.” Click here to read.

More Reviews + Awards

David Strege, CFP® “IPS AdvisorPro® allows us to efficiently develop, communicate and capture the recommended asset allocation and the other investor agreements that are customized for each client’s portfolio.” david-strege

James E. Mathias, ChFC “We have been using IPS AdvisorPro® since June 2006.  We find the ability to work with and adapt the boilerplate templates to reflect our own processes allows us to provide a high quality and consistent IPS to our clients.” james-mathias1

More User Testimonials

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Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.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