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.

Integrated Portfolio Solutions

Category

Portfolio Management

Country

Australia

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About the business

Integrated Portfolio Solutions is an independently owned and operated administration platform, built by advisors for advisors.

History

Founded in 2010 by Darryl Johnson.

About the owners and the team

Darryl Johnson oversees all day-to-day operations at Integrated, as well as Compliance and Governance duties. He is also responsible for delivering the Integrated technology development plan, ensuring the business is always at the forefront of industry-leading innovation.

Simple solutions for complex times.