A key component of the IRESS Market Technology product suite is the IRESS Portfolio System (IPS).
IPS is a comprehensive portfolio management solution for brokers, planners, managers and platforms. IPS offers full capital gains tax (CGT) management; including valuation, performance and CGT reporting of all investment types with flexible portfolio modelling, compliance and order management fully featured.
Functionality includes:
- IMA/SMA/MDA/UMA product solution
- Comprehensive tax reporting
- Multi currency; all security types
- Flexible portfolio modelling
- Corporate actions; including historical
- Client online access
- Customisable reporting
- Automated transactional uploads
For further information please visit IRESS website