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 with our time-efficient solution

Grappling to show your value to clients when outsourcing their portfolio investments? Struggling to get quick client affirmation for any strategic asset allocation or portfolio rebalancing you recommend?

If the answer to either of these questions is ‘yes’, then our game changing integrated Model Portfolio Service is for you.

This streamlined and time-efficient solution enables you to easily auto-generate a rebalancing recommendation and, in conjunction with the Personal Finance Portal (PFP), simplify the client approval process. Watch our short video to find out more.

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iMPS overview CTG2019

iMPS-Nick-Eatock

Watch CEO and executive chairman, Nick Eatock launch the integrated Model Portfolio Service (iMPS) at our 2019 Change the Game conference.

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iMPS walkthrough CTG2019

iMPS-Andy-Wyatt

Global business architect, Andy Wyatt, takes delegates at our 2019 conference 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 of this seamless investment experience from the only integrated adviser-branded offering in the market.

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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.