International Private Banking Systems (IPBS), a provider of wealth management software for the private banking sector, says that The Montaque Group (MCP) has selected IPBS modules for Compliance, Investment Management, Trust Accounting and Administration to support their expanding investment businesses.
MCP assists clients to utilise established micro-cap and small business structures to gain access to appropriate equity capital markets and sources. IPBS says it has the capability of managing distinct portfolios, ranging from the stocks of emerging growth companies to money market securities, from insurance-based annuities to offshore mutual funds, from government-guaranteed debt obligations to global fixed-income securities. This gives the client the ability to respond effectively and quickly to new and diverse opportunities in today’s dynamic financial markets.
The company has two divisions, Montaque Capital Partners responsible for the securities trading and Montague Corporate Partners responsible for client account formation, trust family estate protection, tax planning and compliance.
“With such a global client base and the challenges of managing diverse portfolios, it was imperative that as we grow our business we have reliable IT systems in place that will meet our demands today and into the future.” says Owen Bethel, the President and Managing Director of the Group. “We undertook a review of the market players and selected IPBS on the basis of proven technology, ease of use and their reliable support team who have an excellent understanding of our needs. IPBS also represents very good value for money, another very important consideration.”
“MCP is a highly regarded investment management company with a team of experts that want to devote their time to supporting client needs,” adds Bruce Raine, the Founder and President of IPBS. “They need to trust in the IT systems which support them in their day to day activities so they can confidently focus on their day to day responsibilities. IPBS meets all their requirements, the modules are fully integrated, are well proven and coupled with the affordable price tag, meet all of the MCP selection criteria.”