THE INTEGRATED SUITE
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.
By combining market leading capabilities around CRM, Investment & Portfolio Administration and SMSF, IPS gives you the technology and service to manage all investment and client type.
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