| Core Components |
| Adaptability |
Designed to work with the way you work and fully customizable |
| Fully Bilingual |
Switch between English and French 'on the fly' |
| Administration Types |
Ability to manage all admin types (Ordinary, Summary, Proposals, Receiverships and Other) |
| Banking |
Standard set of trust account banking capabilities using GAAP |
| Notes/Logs/Alerts |
Store notes, phone logs and alerts directly within the estate you are working on. |
| Timesheet Tracking |
Auto-calculate time and labour on an estate or user basis |
| Built in Security |
Role and permission based security model |
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| Banking |
| Real-Time Transaction Processing |
Transactions are posted to the bank accounts individually and in real-time |
| Batch Transaction Processing |
Transactions are posted to the bank accounts grouped in batches |
| Approval Process |
Authorization safeguards built in and configurable based upon office policies |
| Consolidated Cheques |
Save time and resources by consolidating multiple cheques to a common payee into a single cheque |
Automatic Fee Consolidation and
Collection |
Trustee, Filing, and Counselling Fees are automatically sent to the Banking area once the business logic rules
have been satisfied |
| Cheque Printer |
Built-in cheque-writer |
| Banking Administration |
Centralized/De-Centralized banking provides the ability to administer banking either from a central location
or individually from each office |
| PAP |
Ability to import and process PAP files created from Canadian financial institutions |
| Error Checking |
Built in function to eliminate the possibility to accidentally overdraw an account |
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| Forms and Reports |
| Form Categorization |
The ability to group forms into the categories that you create. Designed to fit your needs. |
| Form Bundling |
The ability to group forms into categories and print the bundle as a package. |
| Report Categorization |
The ability to group reports into the categories that you create. Designed to fit your needs. |
| Report Bundling |
The ability to group reports into categories and print the bundle as a package |
E-Filing
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Fully compliant with the OSB's E-Filing initiative. Pre-validating data prior to upload ensures compliance with the OSB's xml schemas |
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| Customer Relationship Management Systems (CRMS) |
| Group Calendar |
Provides the ability to store, track, and view appointments for any person in your organization |
| Individual Calendar |
Provides the ability to store and track estate appointments, meetings, etc. |
Lead to Estate Management
|
Track potential clients from first contact to Trustee Discharge, by converting Leads to Estates while safeguarding all information |
| Marketing Campaign |
Quickly view where your marketing dollars are better spent by tracking referral sources and other information |
Comprehensive Estate and Contact
Views
|
Detailed information is provided at a number of points allowing you to get a more comprehensive view of
your Estates, Contacts, Leads, etc. |
| Reporting Services |
A multitude of reports covering such areas as Lead to Estate Conversion, Leads per Timeframe, Leads from Source, etc. |
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| Productivity Tools |
| Automated Tasks |
User-configurable automatic tasks act as reminders |
| Workflow Manager |
On-Screen and printed views aid in the
Automating and tracking the workflow |
| Estate Reporting Tools |
A multitude of reports designed to effectively manage Estates on a day-to-day basis |
| Office Reporting Tools |
A multitude of reports designed to effectively manage your office on a day-to-day basis |
| Document Library |
Provides the ability to attach a file directly to an estate or to the office |
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| Enterprise Features |
| Multiple Setup Options |
Designed for either a small, medium or enterprise office with options such as centralized\decentralized banking and remote offices management. |
| Multi Databases Enabled |
Ability to use of one database to control several related offices. Used mainly when purchasing or expanding to a new office and still wanting to keep all items separate. |
| Multi office Reporting |
In an Enterprise implementation of IPS, you have the ability to report on numerous offices simultaneously |
| Multi Office User Management |
In an Enterprise implementation of IPS, you have the ability to administer users located at numerous offices
simultaneously |
| Roles Management |
To aid in the administration of an Enterprise implementation, user configurable Roles have been added |
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| Extras |
| Outlook Sync |
Provides the user with the ability to synchronize IPS Calendar with MS Outlook |
| Multi-Tabbed Interface |
Ability to open multiple Estates simultaneously |
| Quick Estate Wizard |
A rapid data entry method to increase initial Estate creation |
| Rapid Data Entry |
Through the use of in-line editing, data entry speed is increased |
| Built in Web Browser |
For performing prior insolvency searches, ppsa searches, etc. |
| Auto Updating |
Downloading and applying patches has been eliminated with IPS Auto-Update |
| Data Mining Capabilities |
Open Architecture Database Format provides for connectivity using any MS SQL compliant report writer. |
| Familiar User Interface |
Outlook 2003 style interface |
| Estate Linking |
Ability to link Estates with other Estates |
| MS Terminal Server / Citrix Server |
Fully compatible with the latest low bandwidth application sharing technologies. |
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