Integrated exceeds $7.7b milestone

SaaS wealth management platform Integrated Portfolio Solutions (Integrated) is pleased to announce its Funds Under Administration (FUA) surpassed A$7.7b in 31 December 2020. This represents a 54% growth rate year on year and a ~30% growth rate per annum since 30 June 2015.

While Integrated has typically serviced the wealth management and stockbroking segment, the last 12 months has seen particularly strong flows from family office and small institutional clients.

Integrated Head of Sales Nigel Singh commented, “We are pleased to see the continuing evolution and growth of Integrated. We are investing in digitisation and introducing new features and functionality that increase both advice efficiencies and client engagement. We want to ensure we continue to meet the evolving needs and preferences of our clients and provide innovative technology solutions. We are also maintaining our focus on our core platform capabilities such as year-end reporting and data feeds.”

Integrated provides the infrastructure for advisors and investors to deliver wealth and portfolio management strategies at scale, in a non-custodial framework. With increasing regulation and higher client expectations, it’s important that advisors have access to technology that empowers them to efficiently deliver outstanding advice whilst enhancing client experiences.

Integrated also welcomed Rony Sayigh as a Non-Executive Director last month. “I’m excited by the opportunity that Integrated presents and look forward to contributing to the journey,” Rony Sayigh said.

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