Integrated Portfolio Solutions
Curated by SignalPortfolio management software simplifying investment oversight for financial firms.
Overview
Integrated Portfolio Solutions develops portfolio management software aimed at financial service firms, allowing them to manage and optimize investment portfolios. The platform includes tools for portfolio and data aggregation, portfolio review, and practice management, primarily targeting private client businesses, family offices, and various sectors within wealth management. The software facilitates asset allocation, risk assessment, and performance analysis, addressing the challenges associated with portfolio administration and reporting. The non-custodial nature of the platform enables clients to access a wide range of investment options, promoting transparency and communication while assisting with decision-making and compliance requirements.
Key facts
- Founded
- 2010
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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- Phone
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