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Integrated Portfolio Solutions operates DASH Private, a non-custodial whole-of-wealth platform that handles portfolio administration, consolidated reporting and data aggregation across all asset classes and entity structures. It serves investment advisers, financial planners, family offices and ultra-high-net-worth private clients, combining software with back-office service support.
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Frequently asked questions
- What does Integrated do?
- Integrated Portfolio Solutions operates DASH Private, a non-custodial whole-of-wealth platform that handles portfolio administration, consolidated reporting and data aggregation across all asset classes and entity structures. It serves investment advisers, financial planners, family offices and ultra-high-net-worth private clients, combining software with back-office service support.
- Who are Integrated's investors?
- Integrated's investors include Aura Ventures.