Third-party reporting through IPS Group benefits business managers, brokerage houses, banks (including personal banking divisions and trust departments) and investment managers by:

  • Reducing overhead expenses by outsourcing all investment and performance reporting;
  • Enabling meaningful communications between you and your clients;
  • Presenting complete and timely reports from an independent third-party, in accordance with established investment guidelines;
  • Providing comprehensive performance and investment reporting for internal use; and
  • Offering "private label" investment-performance reports in "your name."