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Will IPS AdvisorPro® replace financial planning and optimizing software?

April 26, 2017advisorpro® Financial Planning iPS optimizing replace Software

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Will IPS AdvisorPro® replace financial planning and optimizing software?

1 Answer

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10 Posted

No, IPS AdvisorPro® only automates the process of creating Investment Policy Statements. We have provided a rudimentary portfolio standard deviation and return information calculator for convenience purposes. In order to take advantage of this portion of the system, you must use the provided asset classes (no custom asset classes). This system is designed to supplement any optimizer/ proposal generation software you are using.