IPBS House, No. 3 Moseley Lane, P. O. Box N 1013, Nassau, Bahamas
International Private Banking Systems (IPBS) is a broad spectrum solution provider of wealth management software for international financial services institutions. The fully integrated IPBS accounting and wealth management platform provides all of the front, middle and back office support services required by financial institutions. We have always recognized that “one size does not fit everyone ” and therefore we are always ready to develop bespoke features and add-ons that will allow our clients to stand out in a very crowded marketplace.
Custom At IPBS we focus on building relationships with our clients and developing enhancements that are intuitive to the needs of their particular financial institution. Mutual fund administrators and transfer agents, wealth advisors, trust and fiduciary administrators, investment and asset managers, as well as international private bankers, all rely on one or more of the many features of our International Private Banking System.
Responsive With over 20 years as the leading wealth management software company in the western hemisphere, we pride ourselves on rapid implementation and in most cases full migration of legacy data. In response to local, regional and even global regulation, IPBS provides the most up-to-date system enhancements, which include the complex issues of Compliance for KYC and AML as well as FATCA.
IPBS/Banking enables operational functionality to manage the traditional banking functions of a private bank. Designed around a multi-currency general ledger accounting system it provides complete integration of traditional sub ledger account management within the general ledger. Banking transactions are processed in real time and supply updated accounting records across the......
IPBS/Business Manager supplies a multi-dimensional powerhouse platform that combines compliance management support related to KYC/AML in addition to documenting simple or complex structures for individuals, trusts, partnerships, foundations and any other type of legal or legal-related entity. This product is your one source for managing complex portfolios including regulatory data......
The IPBS/E-Banking software product facilitates the continuous online requirements needed for high net worth clients. Investment and financial advisors also gain a more robust online view of an entity’s cash and investment asset positions. This flexible offering is ideal for managing affluent individuals from a cash and portfolio view....
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....
IPBS/Report Scheduler is an IPBS software tool which may be used to schedule various system user reports, to be automatically generated, according to a defined scheduled date, using defined report required parameters. Such reports will be automatically generated and converted to pdf format and may optionally be delivered to a......
IPBS/Share Registry aggregates the management of registry accounting functions and corporate registry operations. Users of this system receive a host of versatile features that can be applied to banking, trust, or investment clients....
The IPBS/Trusts system delivers a simplistic way to control financial record keeping of a single entity or the entire record keeping function for all components in the trust structure. Working in concert with the IPBS/Business Manager this powerful tool enables financial institutions to provide detailed transaction replication from a 3rd......