Single access to portfolios
Setting your clients up for a successful future is easy with Integrated.
Our diverse range of risk mitigation tools, client risk profiling tools and individualised compliance options provide superior peace of mind, allowing you to provide the highest standards of financial planning advice at all times.
Let us help you keep it in the family
Integrated allows you to effectively manage significant family assets and investments by bringing any asset across multiple portfolios together in a single platform.
With the opportunity to customise the platform to suit your families unique needs, you can help to create successful long-term wealth.
Put your client first
Setting your clients up for success near-term, ongoing and into the future is easy with Integrated.
We provide the tools and the team, to allow you to stay on top of your client’s needs and meet your compliance obligations. This allows you to provide the highest standards of financial planning advice at all times.
Focus on growing your client’s wealth
Integrated gives you the investment flexibility you need to focus on strategy without being restricted by investment choice.
With the capability to invest in and report on any asset, combined with the tools and team to keep such assets up-to-date.
