Integrated Portfolio Solutions
Level 8, 1 Castlereagh Street, Sydney, New South Wales, 2000, Australia
Overview
Integrated Portfolio Solutions offers a platform focused on helping investors keep control of self-managed super and broader investments. Its product roadmap centers on an integrated customer relationship management system combined with SMSF reporting and investment tooling. The company says the platform will centralize SMSF administration and investor reporting. IPS has raised capital to accelerate product development and growth. The article reports a $3 million raise to support continued development of the integrated CRM, SMSF reporting and investment platform. IPS aims to reach $5 billion in funds under administration within the next five years.
- Total raised
- $3M
- Funding rounds
- 1
- Latest round
- Equity
- Latest activity
- Dec 2017
Industries
- Financial Services
- Management Information Systems
- Security
Recent funding
Equity
Dec 2017
$3M
Team
No current team members are available.