Developed For
- Asset & Fund Managers
- Private Banking Administration Personnel
- Hedge Fund Managers
- Mutual Fund Administrators
- Prime Brokers
- Trust Managers
- Wealth Management Professionals
IPBS / Digital Client Portal
Digital Client Portal
The IPBS Digital Client Portal facilitates the continuous online requirements needed for high net worth clients. Investment and financial advisors also gain a more robust online view of an entity’s cash and investment asset positions. This flexible offering is ideal for managing affluent individuals from a cash and portfolio view.
Features
| System Deliverables | Advantages |
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Standard currency and account visibility |
24/7 online access
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Windows tree architecture details transaction activities |
SSL forms authentication view |
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Full suite of transaction accounting analysis |
Customizable interface
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Runs portfolio summary positions incorporating cost and market values |
Designed for rapid deployment
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Drill down functionality of the asset class and transaction activities |
Establishes credibility and service levels with bank and client
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Ability to sync up add-on web service information feeds including real time market prices, forex rates and corporate information |
Multi-lingual user selectable interface
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Multi-entity user selection via single log-in |
Standard online secure transactions |
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Snapshot analysis with in-depth reporting capability |
Integrates with front to back office systems for timely reporting and real-time synchronization
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