I did a demo of Andes Wealth today - I'm interested if there are other softwares that auto-create the IPS? There's not an "IPS" category on Kitces... :)
TIFIN Wealth has an RTQ and IPS that we were pretty impressed with. They use capital market assumptions versus historical data when looking at risk and return. IMO, a much better way to look at these. I think we are going to switch to them, but still doing some due diligence….we currently use Finemetrica for our RTQ and IPS Advisor (now morning star) for our IPSs