Integrated Portfolio Solutions

About

Integrated Portfolio Solutions provides an integrated CRM, SMSF reporting, and investment tooling platform that centralizes self-managed super fund administration and investor reporting.

Mission

Integrated Portfolio Solutions offers a platform focused on helping investors keep control of self-managed super and broader investments. Its product roadmap centers on an integrated customer relationship management system combined with SMSF reporting and investment tooling. The company says the platform will centralize SMSF administration and investor reporting. IPS has raised capital to accelerate product development and growth. The article reports a $3 million raise to support continued development of the integrated CRM, SMSF reporting and investment platform. IPS aims to reach $5 billion in funds under administration within the next five years.

Quick Facts