Integrated Portfolio Solutions Pty Ltd
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.