To access the Investmet Policy Statemnt (IPS) page, navigate to any one of your clients. From there click the “Results” icon, and select the “Investment Policy Statement” icon.
This will bring you to the IPS questionnaire. You can choose to use the information pre-selected, or select and/or enter the relevant criteria from the drop-down scroll or text fields. Remeber to click “Save” at the bottom of your screen.
From here you can then “Generate IPS” on its own, or click “Generate Proposal." Generate Proposal will redirect you to the proposal generating screen.
In order to add the IPS section to your proposal template, go to your Proposal Settings from the gear icon, then Proposal Sections. From here drag the Investment Policy Statement section to the "Included in Proposals" side.