IPS AdvisorPro ipsadvisorpro.com


Public list: fin tech ( fintech ) (9943) Wealth Tech (370)

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 template...Show all

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 goa...Show all

Company (Acquired)

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9130 South Dadeland Blvd
Suite 1625
Miami, 33156
Florida, United States

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Total Funding Date of Last Funding
IPS AdvisorPro $0M Oct 17, 2013

Web Traffic

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Engagement (PVPU)

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