Integrated Portfolio Solutions
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Australia · 11-50 Employees
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Overview
Headquarters
81 Castlereagh St L, Sydney, New South W...Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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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
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Revenue
Number of Employees
Type
Funding
Founded In
Integrated Portfolio Solu...
<$5M
11-50
Private
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KI
Katarzyna IrzykManaging Director and Senior BIM Architect
Company Profile Activity
Activity Insights
Integrated Portfolio Solutions is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Integrated Portfolio Solutions is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Integrated Portfolio Solutions.
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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
