IPS Advisor Pro®

Since 2013, we have offered IPS AdvisorPro® as a way to support advisors' need to create a fully customizable investment policy statement that allowed for multiple asset models in one place. Over time, our team has worked diligently to enhance our tools so we may offer you a seamless software experience that supports a prudent process.

Today, we offer IPS AdvisorPro® capabilities in the Fiduciary Focus Toolkit™, providing templates and IPS uploads that allow for complete customization of your investment policy statements. Check it out! 

Explore the Toolkit