Who is IPS?

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.

Our Clients and Partners

Administration, daily reporting and tax reporting are all covered by IPS to allow you to do what you do best.

Investment Advisers

Focus on investment strategy and selection.

Financial Planners

Ensure you meet compliance in all areas and provide your clients with the best possible strategy.

Family Office

Any type or class of investment is available so you can provide unrestricted investment services.

Taxation Professionals

Process client tax returns more accurately and efficiently.

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?