Welcome to Integrated.

Simplifying the complex.

At Integrated, we simplify the complex. Our trusted and fully customisable portfolio & administration reporting service offers complete back office freedom, helping to create new opportunities and lasting value.

What we do

Maximise your potential.

From advanced portfolio reporting solutions to everyday automation, our powerful solutions are designed to give you the freedom to invest your time where it’s needed most.

Portfolio Reporting and Administration

Enjoy complete back office freedom through our fully customisable investment platform.

Portfolio and Data 
Aggregation Services

Consolidate financial data from hundreds of sources in one
manageable place.

Portfolio Review Tools

Access institutional-grade tools to 
help you manage client portfolios 
across multiple asset classes.

Practice Management Tools

Customised solutions to help you manage your operations and build stronger client relationships.

Who for

Spanning across multiple wealth sectors.

“Using Integrated has allowed Pitcher Partners Sydney Wealth Management to spend more of our time on actively focusing our client relationships and growing our business. Using Integrated’s offering we have been able to provide our clients with a market-leading client portal showing them a consolidated snapshot of their wealth, leading to more in-depth conversations and a better understanding of their wealth position. From a risk management perspective, we have greater access to data making the management of the business far easier.”
General Manager
Pitcher Partners Sydney Wealth Management
“Integrated allows Boag Financial to remain focused on the highest level of service and investment outcomes for our clients…”
Managing Partner, Boag Financial

“Using Integrated has allowed Pitcher Partners Sydney Wealth Management to spend more of our time on actively focusing our client relationships and growing our business. Using Integrated’s offering we have been able to provide our clients with a market-leading client portal showing them a consolidated snapshot of their wealth, leading to more in-depth conversations and a better understanding of their wealth position. From a risk management perspective, we have greater access to data making the management of the business far easier.”

General Manager
Pitcher Partners Sydney Wealth Management

“Integrated allows Boag Financial to remain focused on the highest level of service and investment outcomes for our clients…”

Managing Partner, Boag Financial

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