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What is required to start using IPS AdvisorPro® in our firm?

April 26, 2017advisorpro® firm iPS

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What is required to start using IPS AdvisorPro® in our firm?

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To start using IPS AdvisorPro® in your firm, expect to spend several hours identifying the wording and structure that’s right for your firm. Default wording is provided and will assist you with building a template. Once you have customized your template, simply select asset classes and create allocation models. Now you and your advisors are ready to use IPS AdvisorPro®.