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What is IPBS?

International Private Banking Systems offers an innovative strategy for meeting the wealth management demands of our clients by providing a solution that can either integrate smoothly with existing infrastructures or function as a standalone system. The IPBS/Banking platform empowers private banks with the necessary operational tools to manage their conventional banking functions effectively. It is built on a multi-currency general ledger accounting framework, ensuring that traditional sub-ledger account management is fully synchronized with the main general ledger. Transactions are processed in real-time, allowing for accounting records to be updated continuously across the organization. As a fully scalable solution, it plays a crucial role in strengthening client relationships, facilitating informed decision-making, and ensuring effective operations in a complex financial environment. Additionally, its versatility renders it suitable for various financial institutions, enhancing personalized service and boosting operational efficiency while adapting to changing market conditions. This comprehensive approach not only fosters trust but also positions institutions to better navigate the evolving financial landscape.

What is AgilLink?

Enable user approvals on all devices while offering customized financial reports that feature thorough analysis and complete auditing capabilities. Reduce accounting errors through automated bill payments and the creation of recurring invoices. Furthermore, you can effortlessly import credit card statements from City National Bank directly into AgilLink. Manage multi-entity general ledgers via an integrated workflow dashboard, ensuring efficient oversight of consolidated financial periods and a single sign-on experience across accounting, bill payment, accounts receivable, document management, and online banking systems. Improve security and operational integrity by implementing user-specific, role-based access permissions while preserving detailed audit trails supported by rigorous information security assessments and protocols. This all-encompassing strategy guarantees that every financial operation is not only efficient but also secure and adheres to compliance standards. Moreover, by streamlining these processes, organizations can focus more on strategic decision-making rather than being bogged down by administrative tasks.

Media

Media

Integrations Supported

Addepar

Integrations Supported

Addepar

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

International Private Banking Systems

Date Founded

1993

Company Location

Bahamas

Company Website

www.ipbs.com

Company Facts

Organization Name

AgilLink

Date Founded

1976

Company Location

United States

Company Website

www.agillink.com

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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