Jun 12 in Operations - DELIVER
How do you create your IPS statements?
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... :)
Manually in word / powerpoint
Docusign template
Software like Andes Wealth
Other - Comment below
0
11 comments
How do you create your IPS statements?
skool.com/proadvisorsuite-8887
Hack Your Tech Stack! with the ProAdvisorSuite community
Leaderboard (30-day)
1
+5
2
+2
3
+1
4
+1
5
+1
powered by