You can generate the IPS directly from the main Dashboard page, or by navigating to the Reports section and generating it from there.
In the Reports section, you can view other reports available for the household or investor.
Pre-requisite for Generating the IPS
Make sure that at least the head of household is done with the Risk Tolerance Test.
Complete the Proposal Generation: Time Horizon & Target Asset Allocation.
IPS Disclosure, Acknowledgement & Additional Report Customization
You can customize both the IPS Disclosure and Acknowledgement by navigating to Settings → Firm Settings → Disclosure/Acknowledgement.
A System Default Acknowledgement is available and ready to use, allowing you to get started immediately without additional setup.
Customizing the IPS
With our latest update, you can now customize the core content of a household’s IPS based on the client’s preferences. Simply navigate to Dashboard → Household Details → IPS Customization (the fifth tab).
For additional customization requests, please reach out to our support team.
Bringing in Household from Data Feeds
If you use Orion or Black Diamond, the integration automatically brings in households for your existing clients, streamlining setup and saving you time.