IPBS
About IPBS
IPBS (International Private Banking Systems) is a modular core banking platform for private banking and wealth management. It offers portfolio management, fund administration, SWIFT payments, client reporting, and regulatory compliance with FATCA, CRS, KYC, and AML. A digital client portal supports self-service, and the system can be deployed on-premise or in the cloud. Training is available in person and online, and pricing is by quote. IPBS is positioned for boutique banks and trust administrators that need configurable modules without building a full core platform from scratch. Key capabilities Core banking and SWIFT payments Portfolio and fund administration Compliance for FATCA and AML Digital client portal Modular deployment options Best for: Private banks and wealth managers needing modular core systems.
International Private Banking Systems (IPBS) is a comprehensive wealth management software solution tailored for international financial institutions such as private banks, trust companies, investment managers, and fund administrators. The platform provides integrated support for front, middle, and back-office operations. Its modular approach allows businesses to choose specific features they need, ensuring flexibility and adaptability in a highly competitive market. With built-in compliance tools for FATCA, CRS, KYC, and AML regulations, IPBS caters to the complex needs of international financial services. The user interface of IPBS is designed for efficiency and ease of use, featuring customizable dashboards and intuitive navigation. Its modular design allows users to manage various financial services, from wealth management to trust accounting and fund administration. Built on a Microsoft-based platform, the software ensures smooth deployment and maintenance, making it accessible to both small and large businesses. The interface supports seamless operations, allowing users to access tools for banking, investments, corporate administration, and more. IPBS's core functionality covers key areas like wealth management, fund administration, portfolio management, and regulatory compliance.
Pros & Cons
- +Comprehensive solution tailored for wealth management and compliance.
- +Modular structure provides flexibility and customizability.
- +Integrated regulatory compliance features (FATCA, CRS, KYC, AML).
- +Built on a Microsoft platform, ensuring compatibility and support.
- −Tailored pricing may be expensive for smaller institutions.
- −Highly specialized, making it less suitable for non-financial sectors.
Features
Key features
- Modular System
- Adaptable modules for specific business requirements across various financial services industries.
- Automation
- Helps reduce the manual workload, improving operational efficiency.
- Regulatory Compliance
- FATCA, CRS, KYC, and AML integration for seamless compliance management.
- Portfolio Management
- Comprehensive tools for managing investment portfolios and client relationships.
- Fund Administration
- Specialized modules for mutual funds, pensions, and share registry management.
- Microsoft-Based Platform
- Ensures ease of deployment, support, and maintenance using a widely adopted platform.
Additional features
- Banking
- Core banking functionalities, including SWIFT payments, automated processes, and reporting.
- Business Management
- Tools for managing business operations, client relations, and reporting.
- Digital Client Portal
- Provides clients with online access to manage their portfolios.
- Funds and Investment Management
- Includes fund administration, share registry management, and asset allocation.
- Group Pension Management
- Dedicated tools for managing group pension plans.
- SWIFT Payments
- Secure and fast international payments.
- Security
- Built-in security features to ensure data protection and regulatory compliance.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About IPBS
IPBS (International Private Banking Systems) is a modular core banking platform for private banking and wealth management. It offers portfolio management, fund administration, SWIFT payments, client reporting, and regulatory compliance with FATCA, CRS, KYC, and AML. A digital client portal supports self-service, and the system can be deployed on-premise or in the cloud. Training is available in person and online, and pricing is by quote. IPBS is positioned for boutique banks and trust administrators that need configurable modules without building a full core platform from scratch. Key capabilities Core banking and SWIFT payments Portfolio and fund administration Compliance for FATCA and AML Digital client portal Modular deployment options Best for: Private banks and wealth managers needing modular core systems.
IPBS Details
IPBS's In-App Market Place
Does IPBS have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
3
Mini Apps
Digital Client Portal: Allows clients to manage portfolios and access reports.
Report Scheduler: Automates regular reporting tasks.
Security Module: Ensures data security and compliance with international regulations.
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), HKD (HK$), SGD (S$), INR (₹), CNY (¥), SEK (kr), NOK (kr), DKK (kr), NZD (NZ$), ZAR (R), AED (د.إ), RUB (₽), KRW (₩)
Pros & Cons
- Comprehensive solution tailored for wealth management and compliance.
- Modular structure provides flexibility and customizability.
- Integrated regulatory compliance features (FATCA, CRS, KYC, AML).
- Built on a Microsoft platform, ensuring compatibility and support.
- Tailored pricing may be expensive for smaller institutions.
- Highly specialized, making it less suitable for non-financial sectors.
IPBS's Support Options
Email Address
info@ipbs.comContact
+1 (242) 603 2075IPBS's Alternatives
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