Independently owned and operated administration platform, built by Advisors, for Advisors.

Finance

IT Management

Security

Integrated Portfolio Solutions

Integrated Portfolio Solutions' headquarters in Sydney, Australia

Darryl Johnson

Juliana Ferrighetto

Tanya Stevens

Madhusha Ratnaweera

Calvin Ng

Rony Sayigh

The Account Management team at Integrated Portfolio Solutions ensures seamless client interactions and service delivery. This team of Account Managers, Finance Account Officers, and Senior Account Managers handles client portfolios, provides tailored financial advice, and facilitates comprehensive administrative support to help advisors optimize their strategies and achieve their investment objectives.

Account Management

The Software Development Team at Integrated Portfolio Solutions, comprising a Senior Software Engineer, Senior Developer, and Web Developer, is responsible for designing, developing, and maintaining the platform's software solutions. They ensure the system is robust, user-friendly, and tailored to meet the unique needs of financial advisors, enabling seamless portfolio management and administration.

Integrated Portfolio Solutions

Org chart

Board & advisors

Teams

Account Management

Software Development Team

Offices

Integrated Portfolio Solutions

Org chart

Board & advisors

Teams

Account Management

Software Development Team

Offices

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