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.


System Deliverables Advantages
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