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Description
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 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 a unique combination of suitability, financial planning... |
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