Our fully customisable investment platform offers real integration between CRM, Investment Platforms and SMSF programs, a complete view of wealth management positions and allows you to scale rapidly to focus on your individual client’s needs to name a few.
Portfolio and Data Aggregation Services
Hundreds of data sources at your fingertips
Our portfolio and data aggregation services allow you to consolidate financial data from hundreds of sources in one manageable place.
Easy to link streaming and real-time API
Acceptance of any data format
A single ‘source of truth’ instead of multiple data vendors
The first line of support for all customer issues
The ability to consolidate multiple relationships into a ‘single view’
Consolidation of off-platform or non-custodial assets such as: SPVs, Off-shore hedge funds or Private equity, foreign currency accounts, and unlisted bonds
Consolidation of illiquid assets such as: property, collectibles, artwork, and private assets
Find out how partnering with Integrated can help your business achieve long-term success.