IPBS 2026: Benefits, Features & Pricing
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- Overview
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Overview
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Pricing
Starting at $75,000.00 one time
About IPBS
In the thirty years that we have been in business, we have been many things to many people. Our startup clients were inherited from our interest in a broad-spectrum software development business known as Data Systems Limited, which developed software for a cross-section of businesses. Life Insurance, Agency Wholesale Distribution, Shipyard Repair, Billing and Collections and Financial Services. These day-one clients were Pierson Heldring and Pierson, Demachy Worms, Lloyds Bank International, Queensgate Bank, Trust and Turks & Caicos Banking Company. Three of these clients used software developed by our founder while employed at his former company. Of the other two, one had head office-provided banking software and only needed support and the other we were developing a portfolio management product for. Two of our founding clients are still with us after thirty years.
Financial Sevices prospects looking for software today may ask us to participate in a formal Request for Information (RFI) and subsequently, or initially, a Request for Proposal (RFP), wherein the prospect will identify key features of the software that they must have, or would be nice to have or may need in the futur...
e. These prospects are generally second or third-time buyers and have had some experience with financial services software and will know what aspects they would like to see improved and what difficulties they want to get away from or improve upon. Other prospects may be moving on from a career in Financial Services and are considering opening a boutique bank, trust company or investment management business or will be offering mutual fund administration services. However the prospect comes to our door or our email inbox, the process will generally follow the same process. We will provide an interactive overview (Demo) of the IPBS platform, targeting the functionality that the prospect indicates they are considering. Invariably they will ask questions during this process and we will endeavor to show how the IPBS software manages a particular situation. This is very much a process of getting to know one another and laying the groundwork for working together in the future. Toward the end of this process, financial considerations will be discussed and we will normally get to a point where we would both be happy and the conversation can move on to timing and what needs to be done to have the best outcome. Invariably there will be some features that the prospect would like to be done differently and certainly, all of the client reporting and the client portal will have to be customized to reflect the organization's logos and color schemes. Another factor is that the prospect is either a startup with no legacy data to be migrated to IPBS or they may have ten or twenty years of data that will need to be available in the new system. We are one of the very few software vendors that will even entertain migrating data from another vendor, but we understand the difficulties encountered when legacy systems have to be maintained for the regulator's mandated data retention time frame. Another implementation factors are user training which we can do remotely or on-site. This is an opportunity to build a relationship with the prospective client's employees and to put them at ease that we will be there whenever they need us. There are many options for "Go Live," but we have tended to use the "big bang" approach where the legacy system is turned off and IPBS becomes the system of record. For the first few days of live operations, we normally stay close by whether the implementation is on-premises or remote.IPBS Screenshots

IPBS Pricing and Plans
Basic
$75,000.00
No plan information available

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IPBS Features
- Popular features found in Fund AccountingAccounts PayableAccounts ReceivableBank ReconciliationBilling & InvoicingBudgeting/ForecastingExpense TrackingFinancial ReportingIncome & Balance SheetPartnership AccountingPayroll ManagementReal-Time Reporting
- More features of IPBSAccountingAccrual AccountingAlerts/EscalationAlerts/NotificationsAPIAsset AccountingAudit TrailBackground ScreeningBenchmarkingBonds/StocksCash ManagementChart of AccountsCheck PrintingCheck WritingClient ManagementClient PortalCommodity FuturesCompliance ManagementContact DatabaseCore BankingCorporate BankingCredit Card ProcessingCredit UnionCRMCross Ledger PostingCustomer AccountsCustomer StatementsData Import/ExportElectronic PaymentsFee Calculation & PostingFee ManagementFinancial AnalysisFinancial ManagementFund ManagementGeneral LedgerInvestment BankingInvestments TrackingInvoice ManagementLending ManagementMobile AccessMulti-CurrencyOffshore ManagementOnline BankingOrder ManagementPEP ScreeningPerformance MetricsPortfolio ManagementPortfolio RebalancingPrivate BankingReal-Time DataReporting & StatisticsRetail BankingRisk AnalysisRisk ScoringRole-Based PermissionsSARsSecure LoginSecurities ManagementTask ManagementThird-Party IntegrationsTime & Expense TrackingTransaction HistoryTransaction MonitoringTrust AccountingTwo-Factor AuthenticationUser ManagementWatch List
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Ratings Breakdown
- Ease of use
- Value for money
- Customer support
- Functionality
Pricing
Starting at $75000.00 one time
Ratings Breakdown
- 4.50Ease of use
- 4.41Value for money
- 4.35Customer support
- 4.44Functionality
Pricing
Available upon request
Ratings Breakdown
- 4.22Ease of use
- 4.15Value for money
- 3.98Customer support
- 4.03Functionality
Pricing
Starting at $20.00 per month
Ratings Breakdown
- 4.24Ease of use
- 4.16Value for money
- 4.00Customer support
- 4.27Functionality
Pricing
Starting at $38.00 per month
Ratings Breakdown
- 4.36Ease of use
- 4.25Value for money
- 4.07Customer support
- 4.37Functionality
Pricing
Starting at $235.00 per month
Ratings Breakdown
- 4.17Ease of use
- 4.01Value for money
- 4.00Customer support
- 4.24Functionality
Pricing
Available upon request
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