How Do We Support Your Business?
In the financial planning industry, administration is unavoidable. The key question is who should bear that burden? Any financial planner with ambitions to grow their business must quickly come to the conclusion that shuffling paper, opening envelopes and chasing up clients for up to date ID’s won’t help to attract new clients. In most cases, this means the adviser will hire dedicated administration staff to run this side of their business. Utilising IPS removes key person risk, cost and other staff related issues that can arise in administration teams.
Genuine know-how when it comes to platforms and in particular the support advisers need when using a platform service.
IPS gets to know your business and your people, providing you with a tailored service and support to improve your back office efficiencies.
Tools and expertise to help you define value to your clients and explore ways to increase business revenue.
Financial strength and a long-term commitment to the platform market.
An Adviser support team that is second to none.