IPS is a high function, low cost platform designed to be the core of any finance professional’s business. IPS seeks to take your existing investment platform infrastructure to the next level of portfolio administration.  IPS is more than just a conduit to buy and sell investments.

IPS removes all areas of portfolio and back office administration to allow you to focus on providing high margin advice to existing clients and market for new opportunities. With integration across CRM tools, document storage and SMSF administration, IPS gives you a truly integrated client service solution.

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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