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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, accessing established 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.
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Features
- Support for all investment types
- Multi-currency support
- Flexible fee structures
- CGT assessment of realised and unrealised gains
- Comprehensive reporting
- Automated transaction updates
- Broker connectivity for trade execution
- Corporate actions support
- Ad-hoc or target set based portfolio construction
Product: XPLAN IPS
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