Mike Glowacki, CPA, CFP®

“IPS AdvisorPro helped us pick up a $4 million endowment client that we might very well have lost otherwise.” http://www.glowackigroup.com/

Comments

Search

• Recent Posts

  • New Functionality: Asset Allocation Ranges and Much More
  • Investment Policy Statement Software at IMPACT 2010
  • Advanced Technology: Investment Policy Statement Software @ ABA Annual Convention, Business Expo
  • Investment Policy Statement Software: Standardize Your Process
  • Carol Anderson, President of Money Quotient
  • IPS AdvisorPro® Celebrates 4th Anniversary!
  • IPS AdvisorPro® Exhibited at Recent ABA Conference: Co-Founder Linda Lubitz Boone Commented on Increase in Wealth Mgmt. Opportunities for Bankers
  • An IPS Pro: Norman Boone’s expertise on investment policy statements powers his software product-and his advisory practice.
  • New Functionality Released: Additional Template Control
  • ASN Summit Successful-Norm & Linda Boone, session hosts

• Categories

  • Case Studies
  • IPS AdvisorPro® Blog
  • News & Media
  • Recent Updates
  • Resources
  • Reviews & Awards
  • Testimonials
  • Upcoming Events
  • White Papers

• Archives

  • September 2010
  • July 2010
  • April 2010
  • March 2010
  • February 2010
  • December 2009
  • November 2009
  • August 2009
  • July 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • February 2009