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What parts of IPS AdvisorPro® are customizable?

April 26, 2017advisorpro® customizable iPS

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What parts of IPS AdvisorPro® are customizable?

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At the template level, the document structure and wording are customizable to meet the specific guidelines of your firm and compliance department. For investments, you can select from our listed asset classes and allocation models, or even input your own.