Integrated into XPLAN, IPS lets you construct, review, analyse and maintain simple or sophisticated investment portfolios effortlessly. A range of client notification methods, and connectivity for trade execution and automated transaction updates, complete the picture.
Support any portfolio composition.
No matter what the composition of your clients' investments, you can maintain their portfolio in IPS.
Automated updates from datafeed providers, such as fund managers, brokers and platforms, makes reviewing and reporting on portfolio positions efficient.
Disclosure fee management.
A suite of disclosure fees templates allows for flexible and tailored fee statements at the press of a button.
Comprehensive data feeds.
XPLAN utilises the IRESS Portfolio System, which accesses over 100 data providers, and comes with a dedicated support team.
Leverage your other XPLAN modules.
IPS works with other XPLAN modules to provide:
- Integrated third party research
- Flexible fee structures
- Client online access support.
Trade your positions.
Integration with the IRESS and IOS+ trading platform lets you monitor the markets and manage positions directly from your portfolio interface in real-time.
The ability to maintain trading accounts with multiple brokers, and at broker discretion gain direct market access (DMA), makes processing trades and managing positions transparent.
You can see the market as your broker sees it, monitor the orders you create and those your broker creates for you.