Kylie Rodman
Account Manager at Integrated Portfolio Solutions Pty Ltd - Sydney, New South Wales, AU
Kylie Rodman's Colleagues at Integrated Portfolio Solutions Pty Ltd
Kylie Rodman's Contact Details
+61 1300 764 829
Sydney,New South Wales,Australia
Integrated Portfolio Solutions Pty Ltd
Kylie Rodman's Company Details
Integrated Portfolio Solutions Pty Ltd
Sydney, New South Wales, AU • 23 EmployeesFinancial Services
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.