Integrated Portfolio Solutions Pty Ltd
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Integrated Portfolio Solutions Pty Ltd - overview
Established
2010
Location
Sydney, NSW, Australia
Primary Industry
Software
About
Founded in 2010 and based in New South Wales, Australia, Integrated Portfolio Solutions Pty Ltd operates as a cloud-based investment administration platform. In December 2017, the firm raised AUD 3 million in venture financing from investors Aura Capital Group and others. Darryl Johnson co-founded the company. The company offers a non-custodial platform that facilitates the management of all types of investments.
The firm service range includes portfolio reporting and administration, and portfolio and data aggregation services. The firm also offers portfolio review tools that include investment strategies, reporting, alerts, etc. Additionally, its offerings also include practice management tools such as client management, task management, administration, regulatory compliance and scaled advice, business snapshots, and many others.
Current Investors
Aura Group, DASH Technology Group
Primary Industry
Software
Sub Industries
Application Integration Software, Accounting/Finance Software
Website
www.integratedportfoliosolutions.com.au
Verticals
Cloud Computing, Mobile Apps
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Integrated Portfolio Solutions Pty Ltd - employee data
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