Whether it is the Bank  or your Firm managing your client IBD accounts, use the LegalOffice IBD Manager to help manage and organise your client investments. Comprehensive configuration options and intuitive workflow make managing IBD easy as.

Save time and money with smart features like;

• Bank or, Firm managed IBD accounts – you decide what is best for you.
• Bulk interest, RWT and commission accruals
• Automatic loading of accrued interest information directly from your bank
• Variable configurations for interest, commission and tax rates available
• Automated statements, notices and IR15 certificates available
• Live inquiry and reporting
• Automated withdrawal for RWT and commission repayments.