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
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