Integrated Portfolio Solutions

Most portfolio administration platforms impose custody constraints on investment choice, forcing advisers and family offices to work around the platform rather than through it. Integrated Portfolio Solutions, founded in Sydney in 2010, takes a non-custodial approach that removes that constraint entirely, allowing users to report on and administer any asset regardless of where it is held or how it is structured.

For family offices managing assets across multiple entities, the platform consolidates holdings into a single view regardless of custody arrangement. This matters most when portfolios include assets that traditional platforms cannot ingest:

• Off-platform assets such as SPVs, offshore hedge funds, and foreign currency accounts
• Unlisted bonds and private equity positions
• Illiquid assets including property, collectibles, and artwork
• Multiple custodial and non-custodial relationships aggregated into one record

The platform combines portfolio and data aggregation, portfolio review tools, and practice management functionality, with real integration between CRM, investment platforms, and SMSF programs. Pitcher Partners Sydney Wealth Management cited improved client conversations and easier risk management data access as direct outcomes of using the platform. Integrated reports over AUD $9 billion in assets under administration across 40 firms and 36 dealer groups. Pricing is not publicly disclosed, and the platform appears to be focused on the Australian market with no evidence of international operations. Family offices outside Australia or those seeking a platform with a publicly available pricing schedule will need to look elsewhere.