office

integrated model portfolio service (IMPS)

A seamless investment solution, powered by us, and controlled by you. An alternative to traditional Centralised Investment Propositions (CIPs), our IMPS simplifies investment portfolio management, reduces friction in the advice process and helps you take control of your client’s advice journey.

Benefits include:

  • Driving client engagement
  • Simplifying your client fees
  • Rebalancing quickly and easily on a regularly basis
  • Accessing a full audit trail via intelliflo office