Integrated Portfolio Solutions

Integrated Portfolio Solutions (IPS) provides an end-to-end solution that removes the complexities of dealing with numerous organizations to make the integration between investment execution and portfolio administration a seamless experience. IPS was designed with two key drivers in mind. To develop a platform to help financial advisors run their business more efficiently by removing all client portfolio administration from their workload. Secondly, being mindful of the margin pressures faced by financial advisors, and therefore keeping fees to a minimum and market leading level.