After risk tolerance assessment, proposal and portfolio analysis, it is time to generate an Investment Policy Statement (IPS).
Best known for its integration of Behavioral Finance into the workflows, RIAs, Family Offices, and portfolio managers for high-net-worth clients are increasingly turning to Andes Wealth Technologies to streamline their IPS generation and review processes.
Investment Policy Statement (IPS)
Most advisors recognize that they should be putting together Investment Policy Statements for every client, but many have yet to implement them because they haven’t found a workable solution: one that is tailored to each household, easy for clients to understand, and easily repeatable at scale.
With a click of a button, our patented IPS generator gives a deeply personalized IPS that is fully compliant with the SEC marketing rule and tells a compelling long-term story.
“When the markets are down, you come to us and perhaps look to change your investment portfolio at the worst possible time. We will pull up your IPS, show you the questionnaires we went through, and remind you that you were comfortable with, say, the 60/40 portfolio.”
-Dan Song, CFA, Partner, Westfield Financial Planning
We use the IPS generated by Andes for all of our clients.
We are very happy with the Andes Wealth risk tolerance and IPS software. It displays information in a way that is consistent with the conversations we already had been having with our clients, so fits perfectly at our fee-only, fiduciary RIA.”
Greg Will, CPA, CFP®, CIMA, MTAX, RMA, PFS, Managing Partner, Bestgate AdvisorsWant to learn more? Submit the form to get in touch today.
