IRESS Portfolio Solutions Brochure

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The subject of intense user research, development and testing, IPS is IRESS’ solution to providing a fully international, multi-asset class, wholesale funds management solution. IPS continues to lead the industry with its tax-based UMA/IMA/SMA/MDA solution for the rapidly growing managed account market.



∙ Flexible modelling with customisable benchmarks

∙ Pre and post deal multi-fund rebalancing and allocation. Integration with the IRESS Order System (IOS) network for STP includes order placement and allocations

∙ Pre and post trade compliance

∙ Native knowledge of live pricing

∙ Multi-currency securities and valuation

∙ Tax analysis and reporting

∙ Performance calculation methodology complies with GIPS

∙ Corporate actions

∙ Cash forecasting