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
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