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IPBS

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Overview

IPBS 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

IPBS
IPBS

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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.

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IPBS Pricing and Plans

Starting price: $75,000.00 one time
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Free Version

Basic

$75,000.00

one time

No plan information available

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    IPBS Features

    • Popular features found in Fund Accounting
      Accounts Payable
      Accounts Receivable
      Bank Reconciliation
      Billing & Invoicing
      Budgeting/Forecasting
      Expense Tracking
      Financial Reporting
      Income & Balance Sheet
      Partnership Accounting
      Payroll Management
      Real-Time Reporting
    • More features of IPBS
      Accounting
      Accrual Accounting
      Alerts/Escalation
      Alerts/Notifications
      API
      Asset Accounting
      Audit Trail
      Background Screening
      Benchmarking
      Bonds/Stocks
      Cash Management
      Chart of Accounts
      Check Printing
      Check Writing
      Client Management
      Client Portal
      Commodity Futures
      Compliance Management
      Contact Database
      Core Banking
      Corporate Banking
      Credit Card Processing
      Credit Union
      CRM
      Cross Ledger Posting
      Customer Accounts
      Customer Statements
      Data Import/Export
      Electronic Payments
      Fee Calculation & Posting
      Fee Management
      Financial Analysis
      Financial Management
      Fund Management
      General Ledger
      Investment Banking
      Investments Tracking
      Invoice Management
      Lending Management
      Mobile Access
      Multi-Currency
      Offshore Management
      Online Banking
      Order Management
      PEP Screening
      Performance Metrics
      Portfolio Management
      Portfolio Rebalancing
      Private Banking
      Real-Time Data
      Reporting & Statistics
      Retail Banking
      Risk Analysis
      Risk Scoring
      Role-Based Permissions
      SARs
      Secure Login
      Securities Management
      Task Management
      Third-Party Integrations
      Time & Expense Tracking
      Transaction History
      Transaction Monitoring
      Trust Accounting
      Two-Factor Authentication
      User Management
      Watch List

    IPBS User Reviews

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