fbpx

IPS

N/B To get an IPS, the client needs to have the PRISM and Risk Tolerance Score

  • Select the client that you want to generate the IPS for
PRISM and Risk Tolerance Score
  • Select the IPS under the client level that you have selected
PRISM and Risk Tolerance Score IPS
  • Under Select Accounts, you can add or remove the accounts
PRISM and Risk Tolerance Score Select Account
  • Under Select a matching model you can add the account that you want to match with the current portfolio selection
PRISM and Risk Tolerance Score Select matching model

Click on the Generate IPS to generate the IPS

Generate IPs

Select the Generate IPS Report PDF to generate the PDF report of the IPS