Integrated Portfolio Solutions
IPS offers a truly integrated portfolio administration solution through the incorporation of administration, reporting, SMSF, research, CRM functionality, and instruction management to give advisors, staff and clients a cohesive, branded, genuine fee-for-service solution.
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Products and services
The company's platform offers portfolio reporting and administration, portfolio reviews, practice management and portfolio and data aggregation, enabling investment professionals to take the stress out of portfolio administration so that they can invest their time wisely.
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