Integrated Portfolio Solutions exceeds $7 billion milestone

SaaS wealth management platform Integrated is pleased to announce its Funds Under Administration (FUA) surpassed A$7b prior to 30 November 2020



SaaS wealth management platform Integrated is pleased to announce its Funds Under Administration surpassed A$7 billion in November 2020.

This represents a 91% growth rate year on year and an 87.75% CAGR growth rate 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 also welcomes Rony Sayigh as a Non-Executive Director. Rony has more than 18 years of management consulting and financial services industry-based experience, with a strong focus on digital banking, strategy, product and business transformation including his current role as Global Head of Digital Product Management at HSBC.

Integrated Head of Sales Nigel Singh commented, “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. Rony’s appointment ensures that our technology roadmap will continue to meet the requirements of our clients.”

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