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Integrated Portfolio Solutions

Founded 2007, Integrated Portfolio Solutions (IPS) provides technology and outsourcing solutions for wealth management firms and professionals.

Their offerings, including portfolio reporting tools, practice management software, and administration services, are aimed at enhancing efficiency and streamlining back-office tasks.

Name of companyIntegrated Portfolio Solutions
Primary customer base

Financial Advisors
Wealth Managers
Accounting Firms
Family Offices
Investment Platforms

Headquarters of BusinessLevel 8
1 Castlereagh Street
Sydney, New South Wales 2000
Australia
RegionAUS/NZ
Websiteintegratedportfoliosolutions.com.au
Contact informationmarketing@integratedportfoliosolutions.com.au
Company RepresentativeNigel Singh - COO
CEO's LinkedIn PageNigel Singh LinkedIn

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