Founded in 2009 and based in Germany, Interactive Portfolio Solutions GmbH specializes in developing modular, web-based software for investment advisors, asset managers, and other financial institutions. The company's mission is to digitize and automate the entire investment advisory and portfolio management process, from client acquisition and risk analysis to portfolio structuring and ongoing reporting. Their solutions are designed to enhance efficiency, ensure compliance, and improve the quality of financial advisory services for their B2B clients.

Founded in

United States