Integrated Model Portfolio Service

Integrated Model Portfolio Service (iMPS)

Insource your outsourcing and take control of your client’s advice journey

Simplify investment portfolio management

If you are looking for an alternative to your traditional Centralised Investment Proposition (CIP), our Integrated Model Portfolio Service (iMPS) can help deliver a simple and seamless investment portfolio management experience.

iMPS reduces friction in the advice process, and enables you to remain in control whilst:

  • Driving client engagement
  • Simplifying your client fees
  • Rebalancing quickly and easily on a regularly basis
  • Accessing a full audit trail via Intelligent Office
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An introduction to iMPS

Introduction to iMPS

Watch our short video to find out how iMPS can help streamline your business and save time.

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iMPS key features

iMPS Key Features

Discover the benefits of this seamless, adviser branded investment experience.

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CIP white paper

Evolution of CIPs

Our latest research paper looks at the potential evolution of CIPs.

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Let's talk about CIPs

Let's Talk About CIPs

Nick Eatock joins Mark Polson from the Lang Cat for an insightful discussion on the future of CIPs.

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The future of CIPs

The Future of CIPs

Looking ahead, we explore how your CIP could help deliver more value for your clients.

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Delivering value for money

Delivering Value for Money

Discover why price disruption in the CIP sector could reduce the total cost by a third.

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About Intelligent Office

Intelligent Office offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.

Over 2,550+ of the UK’s leading advisory firms, with over £503 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line.