CompaniesdividerIps Advisorpro® , a Product of Fi360

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


Ips Advisorpro® , a Product of Fi360

linklinkedinfacebooktwitter

ips advisorpro® is an award-winning online technology platform designed to help advisors create fully customized investment policy statements (ips) unique to their processes and procedures, and the circumstances of each client. the system, which includes ips templates addressing eight specific client types -- each with corresponding questionnaires, is flexible, dynamic and easy to use. founded by industry thought leaders norm boone, mba, cfp® and linda lubitz boone, cfp®, authors of creating an investment policy statement: guidelines and templates (fpa press), ips advisorpro® is a software product of fi360, inc.

Headquarters:
Akron, Ohio, United States
Industry:
Financial Services
Founded:
2006
Employees:
0
Annual Revenue:
-
Type: Private
Ticker: -
Tool to Create & Manage Fully Customized IpssSupervisory Control of Ips Content Ensures Compliance RequirementsAssign Ranges to All Asset Classes Within a Model - With/Without a TargetBroadcast Changes to All Previously Created Ipss at OnceSupervisory Control of Ips Content Ensures Compliance RequirementsAssign Ranges to All Asset Classes Within a Model - With Without a Target
SIC Code: 737Major Group: Business ServicesIndustry Group: Computer Programming, Data Processing, and Other Computer Related ServicesIndustry Sector:
NAICS Code: 54151Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Computer Systems Design and Related ServicesNAICS Industry: Computer Systems Design and Related ServicesNational Industry:

Frequently asked questions about Ips Advisorpro® , a Product of Fi360

Let us help answer the most common questions you might have.

Where is Ips Advisorpro® , a Product of Fi360 located?

angle left

Ips Advisorpro® , a Product of Fi360's headquarters is located at Akron, Ohio, United States

What is Ips Advisorpro® , a Product of Fi360's official website?

angle left

Ips Advisorpro® , a Product of Fi360's official website is ipsadvisorpro.com

What is Ips Advisorpro® , a Product of Fi360's SIC code?

angle left
SIC Code: 737Major Group: Business ServicesIndustry Group: Computer Programming, Data Processing, and Other Computer Related ServicesIndustry Sector:

What is Ips Advisorpro® , a Product of Fi360's NAICS code?

angle left
NAICS Code: 54151Sector: Professional, Scientific, and Technical ServicesSub Sector: Professional, Scientific, and Technical ServicesIndustry Group: Computer Systems Design and Related ServicesNAICS Industry: Computer Systems Design and Related ServicesNational Industry:

How many employees does Ips Advisorpro® , a Product of Fi360 have?

angle left

Ips Advisorpro® , a Product of Fi360 has 0 employees

What industry does Ips Advisorpro® , a Product of Fi360 belong to?

angle left

Ips Advisorpro® , a Product of Fi360 is in the industry of: Financial Services

What are Ips Advisorpro® , a Product of Fi360's social media links?

angle left

Ips Advisorpro® , a Product of Fi360 Linkedin page

Browse other Companies

ABCDEFGHIJKLMNOPQRTSUVWXYZ

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


You’ll be in good company
Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

From Our Blog