# IPBS Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about IPBS Software - reviews, pricing plans, popular comparisons to other Banking Systems products and more.

Source: https://www.capterra.com/p/2089/IPBS

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# 

 IPBS Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

IPBS

## What is IPBS?

Fully integrated, web enabled, multiple entity, multi-currency accounting and management information system, that provides all of the front, middle, and back office support services required by an international private bank, trust company, mutual fund administrator or other wealth management professional. Functions include: core-banking operations, trust & managed company accounting, investment management, securities trading & global custody, and mutual fund administration , share register.

## What is IPBS used for?

[Trust Accounting](https://www.capterra.com/trust-accounting-software/)[Banking Systems](https://www.capterra.com/banking-systems-software/)[Investment Management](https://www.capterra.com/investment-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$75000

Other, One Time

Free trial  
not available

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Do you work for IPBS?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.ipbs.com&name=IPBS)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### IPBS

0.0

VS.

[4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting Price

$75000

Other, One Time

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.2 (91)

Value For Money

0.0 (0)

Value For Money

4.0 (68)

Customer Service

0.0 (0)

Customer Service

4.0 (67)

## IPBS alternatives

[4.3 (46)](https://www.capterra.com/p/169054/Backstop/reviews/)

Starting price

$3000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

Highest Rated

[Plaid](https://www.capterra.com/p/174384/Plaid/)

[4.4 (91)](https://www.capterra.com/p/174384/Plaid/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/174384/Plaid/)

[AccountEdge](https://www.capterra.com/p/222114/AccountEdge/)

[4.3 (93)](https://www.capterra.com/p/222114/AccountEdge/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

81%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/222114/AccountEdge/)

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

[4.3 (8,385)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

Starting price

$38.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Accrual Accounting

Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.

Alerts/Escalation

System alerts about the need to escalate an issue or request

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Asset Accounting

Manage adding fixed assets to proposed budgets

IPBS 69 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.

System alerts about the need to escalate an issue or request

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage adding fixed assets to proposed budgets

A record of all activities within the system, including user access, changes made, etc.

Researching and validating a person's criminal, educational, job or financial records

Compare and match accounting/financial records with corresponding bank statements

Compare key metrics for the business against prominent players in the industry

Create, manage, and send invoices or bills to customers

Purchase and track both bonds and stocks in the portfolio

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

A financial statement that lists a company's accounts and details the account type and balance

Print paychecks issued to confirm payment of wages or salary

Issue payments to third parties via checks

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track and trade contracts to transact in tangible goods at a certain price in the future

Track and manage adherence to policies for any service, product, process, or supplier

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Back-end system that processes daily banking transactions and posts updates to accounts and other financial records.

Banking that services corporate customers, from SMBs to multinational enterprise corporations with large financial stakes.

Accept and process credit card transactions

Non-for-profit financial institution that is owned by all of its members

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Record customer information, purchase history, and other notes

Reports that show customers their invoices, payments, and balance on the account

Import and export data to and from software applications

Electronically collect payments for goods or services

Track collected or paid charges for services performed or access granted

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Generate reports to assess the financial performance of an organization

Manage allocation and performance of financial assets

Centralized accounting record which tracks all financial transactions

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Division of banking that assists individuals or organizations raise capital and provide financial consulting services.

Monitor capital allocation and asset prices over time

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Initiate, finance, and manage the complete life cycle of loans and cultivate relationships with borrowers

Access software remotely via mobile devices

Manage and handle various international currencies

Secure assets in financial institutions in foreign countries.

Ability to manage transactions online with a mobile device or computer.

Manage and track customer orders for goods, investments, or any other purchases

The process of conducting customer due diligence for any politically exposed person (PEP)

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Reallocation of assets to reflect changing investment goals or market conditions

Banking and financial services designed for clients with a high level of income and/or sizable investment assets.

Receive data and information in real time

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Division of banks that focus specifically on retail customers.

Analyze potential risks across the organization

Assess and score risks using risk matrices

Set & manage permission levels based on user roles and restrict access to only authorized individuals

At least a username and password is required to access the system

Develop, document, and implement policies & procedures to protect an organization's assets.

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Log and record hours worked and costs spent to assist in billing and invoicing

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Monitor or audit historical and current transactions to analyze customer account activities

Manage bookkeeping for client trust accounts

Extra layer of security that requires not only a password and username but also something specific to that user

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

View and track activity related to an individual, transaction, etc.

Get Advice

We can help you find the software with the features you need.

## Pricing

Basic

$75,000

Other,One Time

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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