Technology
Your virtual back office
We share our data and systems with you. Online. Whenever or wherever you want it.
Our clients can interact with us on shared processes, documents and communications through our web portal www.capitaltracker.com. Core day-to-day processes like distributions and accounting often involve many parties and our approach ensures that everyone can share live data and fully versioned documents online. We are thus an extension of your own office giving you full visibility and control of our activity and information.
Your information is in safe hands. Our data security and technology processes are AAF 01/06 accredited and are audited annually. Every element of our network is resilient. We were early adopters of 'cloud' solutions with our Citrix platform, virtualised servers and centralised SAN storage. We ensure clients comply with the regulatory requirements of each jurisdiction and our multiple layers of resilience are illustrated below by what happens to each client document.
Our software supports more than 200 mapped processes. We have not accepted the limitations of bolting together standard packages. CapitalTracker is built using our forensic knowledge of how our business ticks. We focus on your needs without compromise and because we have total control of our software, we can respond quickly. As an example, our unique Task Management system ensures that each task is delivered on time, to budget and adheres to our standards. The historic billing records for each entity are automatically mined to create accurate quarterly budgets for each process. Our clients therefore benefit from a clear and transparent yardstick against which our performance can be measured.
Do you find distributions and payments a hassle? CapitalTracker is connected to the majority of large UK banks through the SWIFT network. Distributions flow automatically through CapitalTracker for secure authorisation before being transmitted instantly to the bank. Clients can view reports of real-time live bank statements and drill down to transaction details in the knowledge that the accounting and automatic reconciliation modules of CapitalTracker keep the bank and ledger in synch. The validations within CapitalTracker ensure that 95% of payments Straight-Through-Process at the bank which has allowed us to negotiate highly competitive cut-off times, terms and rates for our clients.
Our existing clients are benefiting from our investment and expertise – why not put us to the test? Please read the case study which was recently published by our SWIFT partners, Bottomline Technologies or click here to request a demonstration of how we can assist your business.
Key contacts
Tim Andrews
Director of Development
T +44 (0)1481 735826
E tim.andrews@ipes.com
Download case study:
