CRM

By combining market leading capabilities including CRM, Investment & Portfolio Administration and SMSF, IPS gives you the technology and service to manage all investment and client types, from simple to complex, efficiently and seamlessly.

Capabilities of our CRM include:

  • Instruction/Workflow management
  • Document storage
  • Daily cash rates
  • Client data centre to store all client information and note keeping
  • Tax reports
  • Financial calculators & other handy reference material
  • 3rd party integration
  • Controlled 3rd party access
  • Fully integrated SMSF portal
  • Market leading portfolio management tools
 
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