Integrated Portfolio Solutions
HQ Address
Level 8, 1 Castlereagh St, Sydney, NSW 2000, Australia
Website Address
Business introduction
Simplifying the complex
Integrated’s unique combination of technology and service removes the burden of portfolio administration and reporting for private client businesses and family offices
Our Story
At Integrated, we take pride in achieving what others thought impossible. Since the very beginning, we’ve built a strong reputation around our determination to succeed, creating lasting relationships along the way that offer real value to all.
Our goal is to simplify the complex, creating reliable and straightforward solutions that enable complete back office freedom for our clients. We make promises we know we can keep, going above and beyond for our clients at all times.
Integrated Portfolio Solutions Solutions
Investment Platform
Reporting IPS provides a large range of reporting options that can be white labelled to suit your business. Investment Platform All investments, including ASX listed securities, international securities, ETF’s, managed funds, and other unlisted investments can be traded within IPS Instruct. CRM IPS has built adviser specific CRM tools. It’s intuitive, with the functionality you......
