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.


System Deliverables Advantages
Standard currency and account visibility
24/7 online access
Windows tree architecture details transaction activities
SSL forms authentication view
Full suite of transaction accounting analysis
Customizable interface
Runs portfolio summary positions incorporating cost and market values
Designed for rapid deployment
Drill down functionality of the asset class and transaction activities
Establishes credibility and service levels with bank and client
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
Multi-entity user selection via single log-in
Standard online secure transactions
Snapshot analysis with in-depth reporting capability
Integrates with front to back office systems for timely reporting and real-time synchronization

Developed For

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