Manage your entire SMSF Program through IPS.
IPS has built adviser specific CRM tools.
All listed and unlisted investments can be traded within IPS Instruct.
The IPS Difference
- 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