How Do I Generate An Investment Policy Statement?

1. From the Client Detail page hit Generate IPS.

Note: The client/account must have a Risk Tolerance score for an IPS to be created. If there is no score, the Generate IPS button will not be enabled. You can hit the Update Risk Tolerance button to send the client a Risk Tolerance questionnaire or to input the score manually if you have an idea of what it is based on investment objectives.

How To Generate An Investment Policy Statement

2. Select the accounts and model you want

Account & Model

3. Hit Generate IPS

Hit Generate Ips