Integrated Portfolio Solutions (IPS) is an independent investment platform combining CRM, Investment and SMSF technology to give wealth management professionals a platform from which to deliver scalable and unconstrained investment and administrative solutions to their clients. IPS delivers efficiency to its clients through embracing the latest practices in technology development and architecture and constantly enhancing the core operating platform. In a market where large banking institutions dominate both the advice and product components of financial services, IPS provides independence and an unconflicted service to ensure that clients get the best outcome and experience possible. The unique structure of the IPS investment and SMSF platforms allows Advisers operating a client base containing SMSF’s to do this in an efficient manner with none of the usual administrative burdens they may expect of an SMSF platform. The goal of IPS is a simple one, to give advisers the service and technology to be able to scale up an improve an existing business model rather than force an adviser into a business model we’re comfortable with, as most other platforms do.
Integrated Portfolio Solutions (IPS) is an independent investment platform combining CRM, Investment and SMSF technology to give wealth management professionals a platform from which to deliver scalable and unconstrained investment and administrative solutions to their clients. IPS delivers efficiency to its clients through embracing the latest practices in technology development and architecture and constantly enhancing the core operating platform. In a market where large banking institutions dominate both the advice and product components of financial services, IPS provides independence and an unconflicted service to ensure that clients get the best outcome and experience possible. The goal of IPS is a simple one, to give advisers the service and technology to be able to scale up and improve an existing business model rather than force an adviser into a business model we’re comfortable with, as most other platforms do. By combining the two key technology areas of investment platform and CRM, clients of IPS experience an extremely efficient practice solution which supports all aspects of the client life cycle. This also assists Advisers operating a large SMSF client base to run the SMSF program in an efficient and orderly manner. IPS seeks to promote an open architecture model where if a 3rd party is required to deliver a client solution, we integrate technologies and data wherever we can to ensure a total solution is delivered. IPS also recognises that some aspects of financial services in Australia can not be fully automated. IPS ensures that where this occurs, there are highly skilled people to ensure continuity and a true, full service, wealth management platform.

Street Address:
Suite 2 Level 19, Bligh Chambers, 25 Bligh Street Sydney, NSW 2000

Website: integratedportfoliosolutions.com.au

Phone:   1300764829