COMPANY INTELLIGENCE PROFILE
Integrated
financial services
COMPANY OVERVIEW
About Integrated
smsf, term deposits, managed funds, portfolio administration, investments, tax reporting, corporate actions, property reporting, cash account management, trading, 3rd party management, managed portfolios, international securities, pension payments, margin loans, superannuation, options, morningstar research, warrants, funds transfers, portfolio reporting, data aggregation, wealth platform, non-custodial platform, family office software, investment management, practice management tools, financial planning, off-platform asset consolidation, risk profiling, customizable reports, client portal, asset management, private debt funds, data security, client relationship management, other financial investment activities, b2b, portfolio management, financial services, alternative investments, wealth management, business intelligence, investment reporting, asset consolidation, investment analysis, api integration, wealth sector services, wealth management platform, services, private equity assets, saas, finance, computer & network security, information technology & services, analytics, computer software
Company information
TECHNOLOGY INTELLIGENCE