IPBS/Investments was developed specifically to encompass a wide range of features that can be streamlined for portfolio management. This agile system caters to trade order administration allowing for importing documents, smart applications or orders through the IPBS/E-trading module.

System DeliverablesAdvantages
Inclusive trade order processing capabilities Secure multi-entity/multi-currency portfolio management
Integrated Ledger Accounting System Full range of back office and client reporting
Corporate Action Management Active portfolio builds
Trade Desk – a multi-functional order process management capability for order placement, dealing and settlements functions Reduce compliance risk
Leverage lending with report consolidation and overall asset position and value Preserve client base with tailored portfolios
Portfolio modeling and compliance management Proactive workflows that deliver express service
Comprehensive fee management based on tiered value structures Monitor institutional progress against goals
Asset Pledging & Hypothecation
Programmed trade order creation by Input Parameter model

Developed for

  • Asset & Fund Managers
  • Private Banking Administration Personnel
  • Hedge Fund Managers
  • Mutual Fund Administrators
  • Prime Brokers
  • Trust Managers
  • Wealth Management Professionals

Recommended with

Subscribe to Newsletter