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Integrated Model Portfolio Service (iMPS)

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

iMPS = control, efficiency and transparency

How much more wealth could you generate for clients by repositioning their investment portfolio on a monthly basis?

What if you could seek out new pockets of money and get your clients’ approval to move their assets - all at the touch of a button and with you overseeing the entire process?

Our game changing integrated Model Portfolio Service (iMPS) automatically determines when a client’s portfolio requires rebalancing, based on the parameters of their risk appetite. They are then sent an automated message via the client portal, seeking permission for you to reposition their funds – dramatically streamlining the entire process.

But it also does so much more.

Find out how to revolutionise your advisory business by:

  • Avoiding losses due to delayed client responses
  • Getting positive affirmation from clients at the touch of a button
  • Sending regular expert commentary – with your firm’s branding
  • Providing a completely transparent and auditable advisory model
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iMPS overview CTG2019

iMPS-Nick-Eatock

Watch CEO and executive chairman, Nick Eatock launch our newest functionality at our Change the Game conferences earlier this year - the Integrated Model Portfolio Service (iMPS).

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iMPS walkthrough CTG2019

iMPS-Andy-Wyatt

Global business architect, Andy Wyatt take delegates at our conferences through a live demonstration of the new iMPS functionality.

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iMPS key features

iMPS-factsheet

Read our iMPS fact sheet to discover the benefits this adviser-branded offers in delivering a seamless investment experience, with regular model rebalancing and professional portfolio commentary.

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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.