INTEGRATION RELATIONSHIPS
Created BY Advisors, FOR Advisors, IPS AdvisorPro® is award-winning web-based software designed for wealth management professionals to quickly and easily generate high quality Investment Policy Statements (IPS) customized to each firm and unique to each client. IPSs provide a formal agenda for client meetings and strengthen client relationships.
IPS AdvisorPro® streamlines IPS creation and elevates the quality of your practice. Includes templates and questionnaires for 8 client types, and unique tools to address compliance requirements.
Member Integrations
| FINANCIAL PLANNING | INTEGRATIONS |
 |
| Integrations "In Process" |
| CRM Software (Junxure) |
| Redtail Technology |