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International private banking and wealth management software

How do they introduce themselves

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: International Private Banks, Trust Companies, Investment and Asset Managers as well as Fund Administrators. 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. IPBS is highly automated functionally and ensures maximum efficiency and cost effective operations by taking a single source transaction and automatically updating all relevant positions across the enterprise.

Due to its modular structure, IPBS users need only license those modules required for their specific business model. Other features may be added later with no impact on the existing platform. 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.

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. At IPBS we focus on building relationships with our clients and developing...

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