Planning

PLANNING

IPS Builder

Define target allocation, drift bands, and rebalance rules. Each save creates a new version for audit purposes.

Target allocation

100% ✓
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%
%
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Rebalance trigger

IPS notes

Allocation preview

US Equity
40%
International Equity
20%
Fixed Income
30%
Alternatives
5%
Cash & Equivalents
5%

Client parameters

Risk tolerance6/10
ConservativeAggressive
Investment horizon10 yrs
1 yr40 yrs
AI-assisted — verify allocation suitability before client delivery.