Press

  • Mark Vermillion, CFP, JGC Wealth Management, LLC
    'Linda, thanks again to you and your programmers for implementing the change I suggested. It is working very well! It’s been great working with you and the others at IPS AdvisorPro®. We appreciate your willingness to entertain suggestions and your excellent training and customer service.' ~Mark Vermillion, JGC Wealth Management, ...
  • Brian C. Neu, CFP, Olimpio Neu & Associates
    'IPS AdvisorPro® serves as an important tool and plays a vital role in our financial planning process. IPS AdvisorPro integrates seamlessly with MoneyGuidePro allowing us to quicky develop policy statements that are consistent with our financial plans – allowing us to complete the steps from development to implementation in short ...
  • James Catacchio, Bay Colony Advisory Group, Inc.
    'IPS AdvisorPro® has really changed our relationship with our clients. We had learned of Investment Policy Statements when we were discussing the way large endowments, etc. transact with their clients. We thought to ourselves that there shouldn't be any difference between our clients and that of large endowments. The clients ...
  • Jon Sullivan, CFP, Wealth Management Associates
    'IPS AdvisorPro® has been a great help in helping our office keep up with industry best practices regarding investment policy statements. As our company has grown, maintaining an updated Investment Policy Statement for each client had become a significant challenge. However, IPS AdvisorPro has allowed us to easily maintain consistency ...
  • Robert A. Sparrow, CFP, Triune Financial Planning
    'IPS AdvisorPro® is a tremendous tool to greatly enhance communication not only between the advisor and client, but between husband and wife. We have found that these deeper discussions not only allow for the proper allocation of assets, but a much deeper understanding of investment objectives. This interactive tool is ...
  • Ed Bayarski, CFP, ChFC, CLU, AIF, Strategic Wealth Planning, Inc.
    'We have looked for an IPS application for some time. IPS AdvisorPro® provides a comprehensive, flexible and user friendly format that we have integrated into our advisory practice. It’s the right product at the right time. Also, the support from their staff is outstanding. Highly recommend the IPS AdvisorPro service.' ~Ed ...
  • Carol Anderson, President of Money Quotient
    "Great information and so timely as advisors reevaluate their philosophies and processes in light of  the financial crisis.  I think more and more will come to understand that best practices also make good ...
  • Darla Creal and Rick Kahler, Kahler Financial Group
    ips-rick-kahlerips-darla-creal"IPS AdvisorPro® has been a tremendous time saver and increase in efficiency. We love the flexibility to personalize and customize each client’s statement. It is very easy to use and well supported." ...
  • Christopher N. Brown , MBA, CFP®, AIF®
    ips-christopher-n-brown"One of the secrets to running a successful investment advisory business is efficiency. IPS AdvisorPro® allows us to develop templates that are specific to our investment strategy and how we communicate it to our clients and prospects. From start to finish, ...
  • David Strege, CFP®
    ips-david-strege"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." http://www.syversonstrege.com/
  • James E. Mathias, ChFC
    ips-james-e-mathias"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." ...

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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