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Investment Policy Statements |
“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.” http://www.focusfg.com/
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Stop using those outdated word documents or other applications that don't reflect how YOU manage money and move up to IPS AdvisorPro® created by Advisors For Advisors.
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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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