• deposit money in an authorized fund
• withdrawal money from an authorized fund
• transfer money from one authorized fund to another authorized fund
• print confirmations of all transactions executed in IPAS
• print and display account statements and the investments held in any authorized fund

IPAS provides participants with 24/7 access to their fund information via a secure environment with multiple layers of security.

IPAS greatly increases the efficiency and accuracy of your organization, because it alleviates most of the labor-intensive functions normally associated with administering a common fund, such as answering phone calls and faxes from participants, manually writing transaction tickets, and manually entering transactions into your funds processing system. IPAS virtually eliminates all of these time-consuming functions, allowing your investment personnel to spend more time working on other aspects of your business. The bottom line is increased profitability and reduced operating costs and overhead.

All transaction activity entered in IPAS is immediately recorded in Q2, so account statements can be generated for any time period with real-time information. Moreover, Q2 allows you to monitor participant generated transactions in real time with date, time, and user stamps.

Client Branding

The IPAS interface can be customized to meet your organization’s specific processing requirements, including incorporating client-specific edit checks and cutoff times for all participant transactions. The user-interface also can be branded with your name and logo, and users can access the application from a link on your web page.