About Integrated Portfolio Solutions
Integrated Portfolio Solutions is a company based in Sydney (Australia) founded in 2010 was acquired by DASH in October 2024. It operates as a SaaS (Software-as-a-Service), and Managed Services. Integrated Portfolio Solutions offers products and services including Portfolio Reporting and Administration, Portfolio and Data Aggregation Services, Portfolio Review Tools, and Practice Management Tools. Integrated Portfolio Solutions operates in a competitive market with competitors including Juniper Square, iCapital, SS&C, FundGuard and Allfunds, among others.
- Headquarter Sydney, Australia
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Sectors
Technology
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Email
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Phone
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Website
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Social
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- Legal Name Integrated Portfolio Solutions Pty Ltd
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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Funding Insights of Integrated Portfolio Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Integrated Portfolio Solutions
Integrated Portfolio Solutions has secured backing from 1 investor. Prominent investors backing the company include DASH. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Digital financial solutions are provided by DASH for various stakeholders.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Integrated Portfolio Solutions
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Integrated Portfolio Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Integrated Portfolio Solutions Comparisons
Competitors of Integrated Portfolio Solutions
Integrated Portfolio Solutions operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Juniper Square, iCapital, SS&C, FundGuard and Allfunds, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Real estate investments are managed through a specialized platform.
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Software solutions are provided for managing private investments.
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Cloud-based software is provided for investment management firms.
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Cloud-based solutions are provided to asset managers and fund administrators.
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B2B wealthtech solutions for funds trading and administration are offered.
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Software solutions for alternative investments and risk management are provided.
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Integrated Portfolio Solutions
Frequently Asked Questions about Integrated Portfolio Solutions
When was Integrated Portfolio Solutions founded?
Integrated Portfolio Solutions was founded in 2010.
Where is Integrated Portfolio Solutions located?
Integrated Portfolio Solutions is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
What does Integrated Portfolio Solutions do?
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.
Who are the top competitors of Integrated Portfolio Solutions?
Integrated Portfolio Solutions's top competitors include Juniper Square, iCapital and FundGuard.
What products or services does Integrated Portfolio Solutions offer?
Integrated Portfolio Solutions offers Portfolio Reporting and Administration, Portfolio and Data Aggregation Services, Portfolio Review Tools, and Practice Management Tools.
Who are Integrated Portfolio Solutions's investors?
Integrated Portfolio Solutions has 1 investor. Key investors include DASH.
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