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IPS AdvisorPro Featured

IPS AdvisorPro

Company Info

Company Name:
Data Last Updated:
  • October 01, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • 330-724-7145
Year Founded
  • 2006
Number of Employees:
  • 8

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 700

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

IPS AdvisorPro® is a systematic online solution for the quick and easy creation and management of fully customized, professional Investment Policy Statements (IPS). The application includes unique compliance features, and the ability to broadcast policy changes to ALL previously created IPSs with the click of a mouse.

IPS AdvisorPro® sets the standard for creating and managing fully customized, professional Investment Policy Statements in a matter of minutes.

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