> IPBS/REMOTE CLIENT ACCESS - Private Banking Software & Wealth Management Software - International Private Banking Systems


     
 

IPBS/REMOTE CLIENT ACCESS Key Features:

Client Reporting: IPBS/Remote Client Access provides the end client with a total information package driven either from the Cash Account Activity or the Portfolio. The unique reporting engine provides high level summary information with transaction specific multi-level drill down which provides all relevant detail on the particular transaction.

IPBS/Remote Client Access is designed to access the growing number of public and private domain Web Services providers for real time market information and pricing.

Transactions: IPBS/Remote Client Access further provides clients the ability to securely initiate transaction orders to:

  • Trade Securities
  • Place Deposits
  • Trade Currencies
  • Make Payments by wire or cheque
  • Transfer funds between accounts or related entities

(A multi-lingual client interface is optionally available).

Download IPBS/REMOTE CLIENT ACCESS Brochure

     

PRIVATE BANKING AND WEALTH MANAGEMENT SOLUTIONS:
BANKING | TRUSTS | FUNDS | INVESTMENTS | BUSINESS MANAGER | SHARE REGISTRY | REMOTE ACCESS | E-BANKING | E-TRADER

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