Fi360 and IPS AdvisorPro Partner with FinaMetrica for Data Integration
December 16, 2013fi360's IPS AdvisorPro®, which enables financial advisors to develop customized investment policy statements (IPS), is now integrated with the FinaMetrica risk profiling system.
Users who subscribe to both technologies can now import their clients’ risk profile reports directly from the FinaMetrica system into investment policy statements generated using IPS AdvisorPro®. Used together, the technologies help facilitate advisor-client communications, mutual understanding of roles and responsibilities, and overall more successful client and investment management practices.
This is the third integration partner for IPS AdvisorPro, which has previously integrated with MoneyGuidePro financial planning software and Redtail client management solution. For more information on the integration, please contact IPS AdvisorPro subscriber support at support@IPSAdvisorPro.com.
