INVESTMENT PLATFORM

IPS reports on all investments including ASX listed securities, International securities, ETF’s, managed funds and other unlisted investments.

Our capabilities will allow for maximum flexibility for the adviser in constructing client portfolios and meeting preferred asset allocation benchmarks.

Our value proposition includes:

  • Administering and reporting on any investment
  • Dealing with all 3rd parties’ related to your client’s account
  • Intra-daily reconciliations to ensure accuracy
  • Portfolio/CGT position reconstruction
  • Freedom of choice to use any cash, term deposit provider or margin lender you like
  • Corporate Actions notification and processing
  • Reporting
 
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