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
Recommended with