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.

Contact Integrated Portfolio Solutions

Enter your details and we will connect you.

Name

Last Name

Phone/Mobile

Company Name

Lead Submission

Subscribe to newsletter

Subscribe to our newsletter

Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

Would you like to receive responses from similar companies?

Yes

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.

Portfolio Management

Country

Australia

Visit website

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.

In the media

Simple solutions for complex times.

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.

For more information on our privacy practices, please visit our Privacy Policy web page: https://andsimple.co/privacy-policy/

Necessary

Always Enabled

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Cookie	Duration	Description
__hssc	30 minutes	This cookie is set by HubSpot. The purpose of the cookie is to keep track of sessions. This is used to determine if HubSpot should increment the session number and timestamps in the __hstc cookie. It contains the domain, viewCount (increments each pageView in a session), and session start timestamp.
bcookie	2 years	This cookie is set by linkedIn. The purpose of the cookie is to enable LinkedIn functionalities on the page.
lang		This cookie is used to store the language preferences of a user to serve up content in that stored language the next time user visit the website.
lidc	1 day	This cookie is set by LinkedIn and used for routing.

Performance

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Cookie	Duration	Description
AMP_TOKEN		This cookie is set by Google Analytics - This cookie contains a token that can be used to retrieve a Client ID from AMP Client ID service. Other possible values indicate opt-out, inflight request or an error retrieving a Client ID from AMP Client ID service.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Cookie	Duration	Description
__hstc	1 year 24 days	This cookie is set by Hubspot and is used for tracking visitors. It contains the domain, utk, initial timestamp (first visit), last timestamp (last visit), current timestamp (this visit), and session number (increments for each subsequent session).
_ga	2 years	This cookie is installed by Google Analytics. The cookie is used to calculate visitor, session, campaign data and keep track of site usage for the site's analytics report. The cookies store information anonymously and assign a randomly generated number to identify unique visitors.
_ga_Z66P6D175S	2 years	No description
_gat_gtag_UA_428085_65	1 minute	This cookie is set by Google and is used to distinguish users.
_gid	1 day	This cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the website is doing. The data collected including the number visitors, the source where they have come from, and the pages visted in an anonymous form.
Albacross - Cookie ID	1 year	The domain of this cookie is owned by Albacross. It is used as a analytical tools to identify the potential customers by setting a unique Id for the customers. The session Id is used to implement the preference choice made by the customer upon their re-visit.
Albacross - Visit ID	30 minutes	Sets a unique ID for a specific visitor. This ID can be used to recognize the visitor upon re-entry and implement any preference choices made. The cookie also allows the website to track the visitor on multiple websites for marketing purposes.
hubspotutk	1 year 24 days	This cookie is used by HubSpot to keep track of the visitors to the website. This cookie is passed to Hubspot on form submission and used when deduplicating contacts.

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Cookie	Duration	Description
bscookie	2 years	This cookie is a browser ID cookie set by Linked share Buttons and ad tags.
personalization_id	2 years	This cookie is set by twitter.com. It is used integrate the sharing features of this social media. It also stores information about how the user uses the website for tracking and targeting.

Others

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

Cookie	Duration	Description
AnalyticsSyncHistory	1 month	Used to store information about the time a sync with the lms_analytics cookie took place for users in the Designated Countries.
helpful_user	1 month	This cookie is used by the “Helpful” plugin to check whether an Advice and FAQ article has been reviewed. It is similar to the PHPSESSID cookie, in that it stores a serialised string of characters in your browser to help check whether the user of the browser has reviewed an Advice or FAQ article on the Website. However, unlike the PHPSESSID, the helpful_user cookie is not removed at the end of your browser’s session and is instead stored in the browser for 1 month. This means that, even though you leave the Website and close your browser, when you return within a month to the Website, it will remember what Advice and FAQ articles you have reviewed. Reviews submitted through the “Helpful” plugin are anonymous, and this cookie stores no personal information.
li_gc	2 years	No description
pvc_visits[0]	1 day	This cookie is created by post-views-counter. This cookie is used to count the number of visits to a post. It also helps in preventing repeat views of a post by a visitor.
UserMatchHistory	1 month	Linkedin - Used to track visitors on multiple websites, in order to present relevant advertisement based on the visitor's preferences.