IPS AdvisorPro

BLIPS Partners, dba IPS AdvisorPro, is a cloud-based technology that helps financial advisors develop customized investment policy statements (IPS), which are used to document client investment goals and the subsequent procedures to achieve those goals. The IPS AdvisorPro flexible technology allows users to develop templates for eight unique client types, including individuals, trusts, ERISA plans, foundations and endowments, charitable trusts, and irrevocable life insurance trusts. The templates are fully customizable and can manage updates globally across all client IPS's. It also has compliance control features so that organizations can specify which language can or cannot be edited on a user-by-user basis.