Businessman in a modern city setting – efficient fund processing with IP Order.

Efficient processes for order management and investment compliance check.

IP.ORDER

IP.Order provides you with a comfortable and comprehensive solution to organize portfolio management efficiently and automatically monitor investment restrictions.

IP.Order offers you the following functionalities:

Order Management

Automated order routing and order matching with optimal security

IP.Order offers you a powerful order management system for webbased securities trading. Trading with IP.Order means straightthrough processing – from the broker to the DZ PRIVATBANK depositary. You can order directly from your PC in the office, but also from your laptop on the go, via the internet.

Tablet showing order form – efficient and secure order management for fund transactions.

Investment compliance check

Automated monitoring of investment limits

IP.Order automatically monitors all statutory supervisory and contractual investment limits for your funds. With IP.Order all investment limit compliance results are firmly in your field of vision and you can even simulate the effect of your order on investment restrictions before placing your order. This way you avoid unnecessary violations and damage to your reputation.

Do you have any questions about the results? An expert is available by telephone any time – for whenever things have to move quickly.
Do you need additional monitoring of your own specifications? Our specialists are available to help you from the design stage through to integration into the system.
The system also allows individual and timely changes to the implementation of rules, guaranteeing you the greatest possible flexibility in monitoring and designing your investment policy.
Furthermore, our specialists are always available to help you, for instance, with the technical design of your investment limits when the fund is launched or with monitoring investment limits in day-to-day operation.