Integrated Portfolio Solutions

Independently owned and operated administration platform, built by Advisors, for Advisors.

Integrated Portfolio Solutions is an independently owned and operated administration platform, built by advisors for advisors. Through incorporating the technology and market reach of our key business partners, IPS provides an end-to-end solution that removes the complexities of dealing with numerous organisations to make the integration between investment execution and portfolio administration a seamless experience. What you will notice with IPS compared to institutionally owned platforms is a personalised service, a desire to embrace change and take advantage of new technology and a team focused on the efficient administration of advisor portfolios. We understand different advice businesses have different needs and we retain the flexibility to tailor our platform to suit the specific needs of different organisations. The result is an extremely cost effective platform that is unique to the Australian market at this time. IPS was designed with two key drivers in mind. To develop a leading edge platform to help financial advisors run their business more efficiently by removing all client portfolio administration from their workload. Secondly, being mindful of the margin pressures faced by financial advisors, and therefore keeping fees to a minimum and market leading level. IPS offers a truly integrated portfolio administration solution through the incorporation of administration, reporting, SMSF, research, CRM functionality, and instruction management to give advisors, staff and clients a cohesive, branded, genuine fee-for-service solution.