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Expanding Investment Company The Montaque Group select IPBS solution

Reliability, ease of use and support for compliance and admin needs key benefits

International Private Banking Systems (IPBS), the specialist provider of wealth management software for the private banking sector, today announced Bahamas based, The Montaque Group (MCP²) has selected IPBS modules for Compliance, Investment Management, Trust Accounting and Administration to support their expanding investment businesses.

MCP² assists clients to utilize established micro-cap and small business structures to gain access to appropriate equity capital markets and sources.

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.

With a growing client base and a diversity of jurisdictions to accommodate in the management of the client portfolios under their control, MCP² were faced with identifying and selecting a system that could meet their exacting demands. The teams who support the client base wanted to have access to accurate, up to date information so that they could establish, monitor and manage their client portfolios efficiently and in line with any changes in the investment strategy. The ability to quickly create MIS reports on an ad hoc basis was a specific requirement of the users.

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. Each client is served by both divisions and the ability to ensure the activities of one are dovetailed with the instructions and requirements of the other are important factors of managing each client portfolio effectively and efficiently. The ability of the IPBS modules to integrate and seamlessly manage the confidential client data in a secure environment whilst allowing appropriate and instant access by the portfolio manager involved was an essential requirement.

“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.” said Owen Bethel, 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“, Bethel added.

“MCP² is a highly regarded investment management company with a team of experts that want to devote their time to supporting client needs. 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 MCP² selection criteria.” offered Bruce Raine, Founder and President of IPBS.