International Private Banking Systems provides an innovative way of solving our client's wealth management challenges by providing a solution that can be configured with an existing infrastructure or function as an integrated standalone package.
Key features of the modular software model are:
Flexible: Managing the functionality and service demands of wealth management is pivotal for a successful organization. Our products incorporate straight through processing architecture to ensure ease of use; detailed performance information and increased visibility for accurate account management.
Scalable: Growing your wealth management business and managing your current customers can be daunting when you are dealing with legacy or out-dated systems. Investing in the entire IPBS suite or selecting specific products enables our clients to meet existing demands and plan for future business requirements within their budget.
Efficient: IPBS is an established company founded in 1993 and now servicing a highly specialized market. Due to its proprietary software’s flexible platform – development time and implementation is reduced significantly. In addition, we provide holistic advice to help wealth managers enhance business efficiency, retain customers, reduce risk and gain a competitive edge.
Solutions