Investment Policy Statement Module
Whether for the Mass, Mass Affluent or High Net Worth investor a proper Investment Policy Statement is the roadmap to assessing and meeting the investor’s long-term financial objectives and constraints. Our industry leading Investment Policy Statement module allows the advisor to generate a comprehensive IPS within minutes. Whether generating client proposals for prospects or performing quarterly reviews, the Investment Policy Statement module offers a quick streamlined solution to help drive sales and manage the client relationship.
Key Features
- Investment Objective analysis (time horizon, risk assessment
etc.
- Investor Profiling
- Asset Allocation
- Benchmarking
- Client and advisor roles and responsibilities
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