About Integrated Portfolio Solutions
Integrated Portfolio Solutions is a Technology company based in Sydney (Australia) founded in 2010, and was acquired by DASH in October 2024. Integrated Portfolio Solutions is engaged in providing wealth management technology and services. It operates on a SaaS (Software-as-a-Service) and Managed Services model. Integrated Portfolio Solutions offers products and services including Portfolio Reporting and Administration, Portfolio and Data Aggregation Services, Portfolio Review Tools, and Practice Management Tools. Its focus areas include Financials, Financial Services and Wealth Management. Its legal entity is Integrated Portfolio Solutions Pty Ltd.
Company details
Integrated Portfolio Solutions is focused on delivering technology-driven wealth management solutions for private client businesses and family offices. The company offers a non-custodial platform that supports portfolio administration, reporting, and data aggregation across multiple asset classes. Services are tailored for investment advisers, financial planners, family offices, and ultra-high-net-worth clients. Advanced tools for portfolio review and practice management are provided to enhance operational efficiency and client relationships. The platform is designed to simplify complex financial data and enable unconstrained investment strategies.
- Headquarters Sydney, Australia
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website integratedportfoliosolutions.com.au
- Social LinkedIn
- Acquired by DASH (Oct 2024)
- Legal Name Integrated Portfolio Solutions Pty Ltd
Products & Services of Integrated Portfolio Solutions
Integrated Portfolio Solutions offers a comprehensive portfolio of products and services, including Portfolio Reporting and Administration, Portfolio and Data Aggregation Services, Portfolio Review Tools, and Practice Management Tools.
Customizable platform for back office investment management freedom.
Consolidates financial data from multiple sources into one.
Institutional-grade tools for managing multi-asset client portfolios.
Customized solutions for operations and client relationship building.
Investors in Integrated Portfolio Solutions
Integrated Portfolio Solutions has secured backing from 1 investor. Prominent investors backing the company include DASH.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Digital financial solutions are provided by DASH for various stakeholders. | 2022 | dash.com.au | Sydney, Australia |
Investor details for Integrated Portfolio Solutions
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People of Integrated Portfolio Solutions
11 people are tracked at Integrated Portfolio Solutions (2 in leadership, 2 in board & advisors, 7 in team).
| Name | Role | Group |
|---|---|---|
Darryl Johnson | Managing Director | Leadership |
Madhusha Ratnaweera | Head of Product & Development | Leadership |
Calvin Ng | Director | Board & advisors |
Rony Sayigh | Non-Executive Director | Board & advisors |
Ravi Yadav | Senior Portfolio Administrator | Team |
Tanya Stevens | Finance Account Officer | Team |
Matej Mikus | Senior Software Engineer | Team |
Peter Ledna | Senior Developer | Team |
Matthew Clifford | Web Developer | Team |
Juliana Ferrighetto | Account Manager | Team |
Derryck Lo | Technical Business Development Manager | Team |
Complete people profiles for Integrated Portfolio Solutions
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of Integrated Portfolio Solutions
2 dated milestones of Integrated Portfolio Solutions across 14 years, from founding to its latest funding, stage changes and deals.
- Founded Integrated Portfolio Solutions is founded.
- Exit Acquired by DASH.
Web traffic of Integrated Portfolio Solutions
The website of Integrated Portfolio Solutions (integratedportfoliosolutions.com.au) receives about 1.3K visits a month.
- Monthly visits1.3K
▼ 28.8% vs previous month
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Frequently Asked Questions about Integrated Portfolio Solutions
Integrated Portfolio Solutions was founded in 2010.
Integrated Portfolio Solutions is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
Integrated Portfolio Solutions is focused on delivering technology-driven wealth management solutions for private client businesses and family offices. The company offers a non-custodial platform that supports portfolio administration, reporting, and data aggregation across multiple asset classes. Services are tailored for investment advisers, financial planners, family offices, and ultra-high-net-worth clients. Advanced tools for portfolio review and practice management are provided to enhance operational efficiency and client relationships. The platform is designed to simplify complex financial data and enable unconstrained investment strategies.
Integrated Portfolio Solutions offers Portfolio Reporting and Administration, Portfolio and Data Aggregation Services, Portfolio Review Tools, and Practice Management Tools.
Integrated Portfolio Solutions has 1 investor. Key investors include DASH.
Integrated Portfolio Solutions operates through Integrated Portfolio Solutions Pty Ltd.
Yes. Integrated Portfolio Solutions was acquired by DASH in October 2024.