Manage your entire SMSF Program through IPS.


IPS has built adviser specific CRM tools.

Investment Platform

All listed and unlisted investments can be traded within IPS Instruct.


  • True integration between CRM, Investment Platform and SMSF program.
  • Give your client a total view of their wealth position including personal investments.
  • Collaboration between all stakeholders to your client’s portfolio.
  • Allows you to scale rapidly and to focus on your individual client’s needs.
  • Customisable to your business.

Adding Real Value to your Business…

  • Free up your time to service clients
  • Focus on attracting new business
  • Reduce administrative workload
  • Leverage market leading technology
  • Integrate SMSF administrative solutions
Want to find out more?