SMSF

Manage your entire SMSF Program through IPS.

CRM

IPS has built adviser specific CRM tools.

Investment Platform

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
 
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