By combining market leading capabilities around CRM, Investment & Portfolio Administration and SMSF, IPS gives you the technology and service to manage all investment and client types, from simple to complex, efficiently and seamlessly. We provide an end-to-end solution that removes the complexities of dealing with numerous organisations to make the integration between investment execution and portfolio administration a seamless experience. What you will notice with IPS compared to institutionally owned platforms is a personalised service, a desire to embrace change and take advantage of new technology and a team focused on the efficient administration of advisor portfolios. We understand different advice businesses have different needs and we retain the flexibility to tailor our platform to suit the specific needs of different organisations. The result is an extremely cost effective platform that we believe is unique to the Australian market at this time.
View Top Employees from Integrated Portfolio Solutions Pty LtdWebsite | http://www.integratedportfoliosolutions.com.au |
Revenue | $2 million |
Employees | 25 (25 on RocketReach) |
Founded | 2010 |
Address | 25 Bligh Steet, Sydney, New South Wales 2000, AU |
Phone | +61 1300 764 829 |
Technologies |
JavaScript,
HTML,
PHP
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Industry | Insurance, Financial Services, Management Information Systems, Information Technology, Security, Privacy and Security |
SIC | SIC Code 67 Companies, SIC Code 672 Companies |
NAICS | NAICS Code 525990 Companies, NAICS Code 52599 Companies, NAICS Code 52 Companies, NAICS Code 5259 Companies, NAICS Code 525 Companies |
Looking for a particular Integrated Portfolio Solutions Pty Ltd employee's phone or email?
The Integrated Portfolio Solutions Pty Ltd annual revenue was $2 million in 2024.
Darryl Johnson is the Co-Founder and Managing Director of Integrated Portfolio Solutions Pty Ltd.
25 people are employed at Integrated Portfolio Solutions Pty Ltd.
Integrated Portfolio Solutions Pty Ltd is based in Sydney, New South Wales.
The NAICS codes for Integrated Portfolio Solutions Pty Ltd are [525990, 52599, 52, 5259, 525].
The SIC codes for Integrated Portfolio Solutions Pty Ltd are [67, 672].