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Fi360 Acquires IPS AdvisorPro

October 17, 2013

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We are pleased to announce that fi360 has acquired IPS AdvisorPro®, the cloud-based technology platform for advisors to build and maintain investment policy statements. 

The IPS is central to defining and executing a prudent investment process and the IPS AdvisorPro® flexible technology is the most effective and efficient solution available for developing a custom IPS. It allows users to develop templates for eight unique client types, including individuals, trusts, ERISA plans, foundations and endowments, charitable trusts, and irrevocable life insurance trusts. The templates are fully customizable, allowing advisors and institutions to use their own compliance-approved language, fonts, and logos, and manage updates globally across all client IPS's. It also has compliance control features so that organizations can specify which language can or cannot be edited on a user-by-user basis.

As part of the acquisition, IPS AdvisorPro founders Mr. Boone and Ms. Lubitz Boone will act as consultants to fi360 on an ongoing basis while continuing to lead their respective highly successful independent advisory firms. They are preeminent experts on investment policy statements and authors of the textbook Creating An Investment Policy Statement. They have both been regularly included in Worth magazine's "Best Financial Advisors" list for the past 20 years and have each served on the national board of the FPA. In their consulting capacity, they will lend their unique expertise to help advance fi360's IPS and other fiduciary solutions while continuing to be advocates for better investment management processes. 

Read the press release

For more information, please contact fi360's Client Relations team at solutions@fi360.com or by calling 866.390.5080, option 1. 

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