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.

• Portfolio administration for multi-asset, multi-entity family office structures
• Aggregation of custodial and non-custodial assets into a single consolidated view
• Portfolio reporting across multiple asset classes and data sources
• Client portal delivery showing consolidated wealth snapshots
• Practice management including compliance and client relationship workflows

• Non-custodial platform with unconstrained investment universe
• Portfolio and data aggregation from hundreds of sources
• Real-time and streaming API data ingestion
• Acceptance of any data format
• Consolidation of off-platform and illiquid assets
• CRM integration
• SMSF program integration
• Client portal with consolidated wealth view
• Risk profiling and risk mitigation tools
• Customisable reporting and platform configuration

Built for Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA), Private Wealth Owners / Principals.

Phone support via 1300 764 829. Described as first line of support for all customer issues.