BS
Business Architect
KS
Accounts Payable Specialist
WH
Account Manager
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Integrated Portfolio Solutions
Financial Software · Australia · 11-50 Employees
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Overview
Headquarters
77-83 Castlereagh St L, Sydney, New Sout...Revenue
<$5 MillionIndustry
About Integrated Portfolio Solutions
Integrated Portfolio Solutions offers a non-custodial platform designed to simplify portfolio administration and reporting for Private Client businesses and Family Offices. Their services include advanced portfolio reporting, data aggregation, portfolio review tools, and practice management solutions. Target clients include investment advisers, family offices, financial planners, and ultra-high-net-worth direct clients. The platform allows clients to manage significant assets and investments without the constraints of traditional administration methods.Explore more
Integrated Portfolio Solutions Org Chart
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Integrated Portfolio Solutions Tech Stack
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Integrated Portfolio Solutions offers a non-custodial platform designed to simplify portfolio administration and reporting for Private Client businesses and Family Offices. Their services include advanced portfolio reporting, data aggregation, portfolio review tools, and practice management solutions. Target clients include investment advisers, fam... Read More
