Developed For
- Asset & Fund Managers
- Private Banking Administration Personnel
- Hedge Fund Managers
- Mutual Fund Administrators
- Prime Brokers
- Trust Managers
- Wealth Management Professionals
IPBS / Investments
Agile Investment Portfolio Management
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.Features
| System Deliverables | Advantages |
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Inclusive trade order processing capabilities |
Secure multi-entity/multi-currency portfolio management
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Integrated Ledger Accounting System |
Full range of back office and client reporting
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Corporate Action Management |
Active portfolio builds
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Trade Desk – a multi-functional order process management capability for order placement, dealing and settlements functions |
Reduce compliance risk
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Leverage lending with report consolidation and overall asset position and value |
Preserve client base with tailored portfolios
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Portfolio modeling and compliance management |
Proactive workflows that deliver express service
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Comprehensive fee management based on tiered value structures |
Monitor institutional progress against goals
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Asset Pledging & Hypothecation |
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Programmed trade order creation by Input Parameter model |
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