Portfolio Administration

No more administration. By entrusting the complex, time consuming nature of investment administration to an experienced and reliable team, IPS allows you to focus on growing your business while providing superior service to your clients.

  • One signature – all it takes to open your IPS account, cash management hub, broking account and term deposit account. All investments are held in the name of the client.
  • Mail house – Every piece of mail relating to your client’s portfolio is sent to IPS and scanned and stored against their IPS account. You have one-click access to the documents received by IPS.
  • Daily Reconciliation – IPS performs daily reconciliations of all ASX listed investments and cash directly to the source to ensure any anomalies within a portfolio can be rectified immediately. All other investments are reconciled monthly.
  • By entrusting your portfolio administration requirements to IPS, you are removing key person risk from your business.
 
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