The IPBS/E-Banking software product 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 |
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