Reporting

IPS gives you the choice of how you would like to communicate with your clients. Choose the frequency of reporting, via email or regular post. IPS will supply each client with their unique username and password to access their portfolio online, as well as a unique URL that is updated each month with the most up-to-date reports.

  • Industry Leading
  • Full Flexibility
  • White Labelled
  • Via Email or Post
  • 1 Click Access
  • Valuation and Asset Allocation
  • Performance Reports
  • Tax Reports
  • Multi-Currency Reports

Annual Tax Reporting

Our tax reporting capabilities provide:

  • Investment income and relevant tax component breakdown
  • Realised and unrealised capital gains tax summary
  • Summary of all investment transactions
  • Summary of all corporate actions
  • Expenses summary
  • Access to original dividend and distribution statement
 
Want to find out more?