IPS AdvisorPro Webinar
November 06, 2015
Not Your Average Wealth Management Technology
The award-winning IPS AdvisorPro® delivers customized, professional Investment Policy Statements with ease. IPS AdvisorPro makes IPSs simple to create and efficient to use. With an encrypted, secure web-based environment, you can create IPSs for eight different client types: individual/family, trust, endowment/foundation, charitable trust, profit sharing plan, pension plan, self directed 401(k) plan and life insurance. Update all of your IPSs with one click, solve your compliance requirements, and enhance your profitability with just one product: IPS AdvisorPro.
Click here to learn more about IPS AdvisorPro.
Free Informational Webinar - Wed Nov. 11th, 4pm EDT
Join us to learn more about the integration capability available between IPS AdvisorPro® and FinaMetrica. This collaboration not only brings together best of breed software in risk tolerance and investment policy statement (IPS) generation, but also streamlines users' ability to assess a client's risk tolerance and incorporate those results into the investment policy statement (IPS). Used together, these technologies improve advisor-client communications, mutual understanding of roles and responsibilities, and facilitate more successful client and investment management practices.
