Solution introduction
The integrated suite
IPS is a high function, low cost platform designed to be the core of any finance professional’s business. IPS seeks to take your existing investment platform infrastructure to the next level of portfolio administration. IPS is more than just a conduit to buy and sell investments
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 need to run your client base efficiently and enhance the adviser-client relationship.
Adviser Portal
By combining market leading capabilities around CRM, investment and portfolio administration and SMSF, IPS gives you the technology and service to manage all investment and client type.
Investor Portal
With a consolidated view of your entire wealth position and 24/7 access to your investments, both you and your clients will always be on the same page.
SMSF
Manage your entire Self Managed Super Fund program through IPS.
Portfolio Administration
IPS looks after all investment administration, allowing you to focus on growing your business and servicing your client's needs.
Research
Support your advice with independent research solution, specifically designed for financial advisers and brokers looking to take their business to the next level.
