How Do I Create An Investment Policy Statement (IPS)?

Note - To get an IPS, the client needs to have the PRISM and Risk Tolerance Score

1. Select the client that you want to generate the IPS for

IPS 01

2. Select the IPS under the client level that you have selected

IPS 02

3. Under Select Accounts, you can add or remove the accounts

IPS 03

4. Under Select a matching model you can add the account that you want to match with the current portfolio selection

IPS 04

5. Click on the Generate IPS to generate the IPS

IPS 05

6. Select the Generate IPS Report PDF to generate the PDF report of the IPS