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

CIP webinar

Nick Eatock in discussion with Mark Polson from the lang cat

IMPS key features

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

CIP white paper

Our latest research paper looks at the potential evolution of CIPs

Delivering value for money

Why price disruption in the CIP sector could reduce the total cost by a third