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LEGENT CLEARING/IPS ADVISOR PRO OFFERS WEALTH MANAGEMENT.

Publication: Productivity Software
Publication Date: 01-AUG-07
Format: Online
Delivery: Immediate Online Access

Article Excerpt
IPS AdvisorPro(R) and Legent Clearing have announced a strategic alliance to offer Investment Policy Statement software to Legent Clearing clients.

"Legent Clearing's partnership with IPS AdvisorPro(R) is part of our recognition of the need to provide our introducing firms with the best a...

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...tools to enhance rep productivity and increase assets under management," said Legent's Bill Zelasko, executive vice president of Correspondent Services. "IPS AdvisorPro(R) offers unique combination of suitability, financial planning...

NOTE: All illustrations and photos have been removed from this article.

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