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.
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.
Consolidate financial data from hundreds of sources in one
manageable place.
Customised solutions to help you manage your operations and build stronger client relationships.
Single access to portfoliosSetting 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 familyIntegrated 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 firstSetting 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 wealthIntegrated 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.
“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…”
This article originally appeared in the Investor Daily.
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