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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... :)
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New comment Jul 23
1 like • Jul 4
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
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Cean Kenefick-Rogers
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4points to level up
@cean-kenefick-rogers-2877
Co-Founder & CEO of Ironwood Wealth Management

Active 70d ago
Joined Feb 7, 2024
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