Abstract: A system and method for the creation of an Investment Policy Statement (“IPS”). A user may create or modify paragraphs and sections of an IPS template with response dependent fields. Asset allocation models are available from the system, or a user can create an unlimited number of custom asset allocation models. An IPS is generated for a client by completing an IPS questionnaire. Based upon answers to the IPS questionnaire, response dependent fields are completed and various response dependent fields are shown or hidden in the IPS.
Type:
Application
Filed:
April 17, 2007
Publication date:
November 22, 2007
Applicant:
BLIPS PARTNERS, LLC
Inventors:
Norman Boone, Linda Lubitz Boone, Michael Eldred, Chad Gilbert