Who are we

As your trusted investment partner,
we’ll be with you every step of the way.

Since our story began in 2010, we have remained committed to offering the highest value products and services across all aspects of portfolio administration.






Dealer Groups

Our Story

At Integrated, we take pride in achieving what others thought impossible. Since the very beginning, we’ve built a strong reputation around our determination to succeed, creating lasting relationships along the way that offer real value to all.

Our goal is to simplify the complex, creating reliable and straightforward solutions that enable complete back office freedom for our clients. We make promises we know we can keep, going above and beyond for our clients at all times.

Contact us today to be part of our story.

The values that shape who we are


By creating strong connections with our clients as trusted business partners, we remain committed to their ongoing success.


We are dedicated to our employees and clients, and will pitch in whenever we can to make people’s lives easier.


As a trusted provider of financial services, we have a strong reputation that allows us to go above and beyond for our clients.


We believe in the power of meaningful interactions at all times, and will never make promises we can’t keep.

We are hiring, join the team