IPS AdvisorPro

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IPS AdvisorPro is web-based software that creates fully-customized investment policy statements in only minutes. Named software of the year in 2006 by Morningstar's Tech Editor Joel Bruckenstein, IPS AdvisorPro sets the standard for developing professional IPS in modern wealth management.

Founders, Norm Boone and Linda Lubitz Boone are experts in investment policy statements, each having regularly been named by Worth magazine as one of the Best 100 Financial Advisers in the country. They own their own respective wealth advisory firms, and together wrote the best-selling book Creating an Investment Policy Statement (FPA Press, 2005).

Website: http://www.ipsadvisorpro.com/

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