Investment Policy Statements can be generated from the Reports step of the Planning module.
Statement Of Objectives
Risk Tolerance
Constraints
Current Investments
Income Needs & Time Horizon
Taxes
Legal & Regulatory
Unique Needs & Circumstances
Asset Allocation
Recommended Asset Allocation
Probability of Achieving Goals
Investment Evaluation & Selection Criteria
Limitations on Investment Holdings
Monitoring Your Progress
Advisor Compensation
Agreement