IPS Advisor Pro
An Investment Policy Statement (IPS) is required when a fiduciary relationship exists and is regularly cited as a best practice in modern wealth management. IPS AdvisorPro® arms you with a discussion guide and questionnaire that can be used to gather all the details you need to create a sound Investment Policy Statement for your clients.
IPS AdvisorPro® is fully customizable, allowing you to use multiple asset models in one IPS. You have access to eight unique IPS formats and questionnaires perfect for a variety of client-types.