System Updates: March/April, 2009
UPDATE MESSAGE
In response to the degree of market downturn and unusual investment results in 2008, we just implemented an update to questions 8 & 9 in the Risk Tolerance questionnaire. In conjunction with these revisions, you may wish to update your existing client IPSs accordingly. Additionally, if you are using parallel questionnaires, you may want to adjust those, as well.
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FULL DESCRIPTION — ALL UPDATES
Greetings IPS AdvisorPro® community!
As always, we thank-you for your support and appreciate your feedback. We are committed to reading and considering all suggestions, and paying close attention to any functional issues that are identified. Your comments are very valuable and we encourage you to continue communicating with us!
We would like to call your attention to several revisions and/or improvements that were just applied to the system. They are, as follows:
NOTIFICATION OF SYSTEM UPDATES
- Upon logging into IPS AdvisorPro® you will be alerted to system updates.
RISK TOLERANCE QUESTIONNAIRE MODIFICATION
- Questions 8 & 9 have been updated to address the degree of downturn and unusual investment results in 2008. These updates include a new chart with a corresponding note in question 8; and the investor’s response choices in question 9 include an increase in percentage values relative to the amount of risk they are willing to take. In conjunction with these revisions, you may wish to update your existing client IPSs, accordingly. Additionally, if you are using any parallel questionnaires you may want to adjust those, as well.
STANDARD QUESTIONNAIRE ADJUSTMENT – TIME HORIZON QUESTION
- The question on Time Horizon in the STANDARD questionnaire has been adjusted to correct an output error which was occurring in the STANDARD IPS,
‘ACCOUNT TOTAL’ VALUE ALIGNMENT CORRECTED
- The ‘account total’ value will now align properly below the individual account values.
ADVISOR QUESTIONNAIRE - SELECTION OF INVESTMENT CONSTRAINTS
- The option to ‘check all’ or ‘uncheck all’ is now available.
DOWNLOADABLE QUESTIONNAIRES – NEW LINK
- For your convenience, the “Home’ page now includes a link to ‘DOWNLOAD QUESTIONNAIRES.’
Once again, we thank-you for using IPS AdvisorPro®.
Norm Boone, Linda Lubitz Boone, Co-Founders, and the IPS AdvisorPro® team
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