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Jun 12 in Operations - DELIVER
How do you create your IPS statements?
I did a demo of Andes Wealth today - I'm interested if there are other softwares that auto-create the IPS?
There's not an "IPS" category on Kitces... :)
Manually in word / powerpoint
Docusign template
Software like Andes Wealth
Other - Comment below
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How do you create your IPS statements?
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