What is an Investment Policy Statement Template?

The Fiduciary Focus Toolkit™ offers the ability to implement consistent workflows in client creation, through the use of Investment Policy Statement Templates.

Fi360 offers Best Practice IPS Templates, but customized templates can be created in the Application Management section of the software, located in the setting tab.

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The use of an IPS Template is not required. Client Monitoring can be activated without the creation of the Investment Policy Statement by not selecting a template. 

 

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