IAS
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Search
Picture
​

Ideal
​
​Direct Investing Services




IAS offers services for direct investing around the world. We offer a complete range of services related to global trading, clearing, settlement, custody, securities lending, margin and financing.​ The product breadth is extensive including equities, etfs, bonds, currencies, commodities, foreign exchange and exchange derivatives.

Integrated Product Management
IaS and its specialists develop integrated product management frameworks and solutions for financial firms looking for disruptive innovations in the fintech space with the goal of diversifying their offerings and revenues and also the efficiency of operations. By using a product management approach, we enable companies to launch new product offerings, add to their existing services and create new markets.  
​

By creating a customer-centric solution based on a foundation of integrated products, this allows a firm to move beyond a defined range or a single product and allows multiple offerings that reinforces customer retention and loyalty. Traditional business silos can be transformed with new-product-design thinking. IaS's integrated solutions offer end-to-end experiences so clients are engaged, satisfied and retained.

​
IaS and its specialists have extensive capabilities in trading, clearing and settlement in the brokerage and investment fund sectors. An effective road-map to an integrated product-centric organization starts with analyzing existing products and services, distribution channels, geography and other business relationships. We can then identify opportunities to grow the product shelf, create an implementation plan and ensure buy-in from all levels of a firm.

Industry leading execution platforms
IAS leverages leading-edge execution platforms, advanced order routing, security, risk management, insurance and professional reporting. We offer a best-in-class solutions at very competitive prices.

Investment Choices
​The product breadth is extensive including equities, etfs, bonds, currencies, commodities, foreign exchange and exchange derivatives.

Trade the world
IaS undertakes due diligence on trading and portfolio management capabilities to ascertain the best-in-class so clients can focus investment research and obtaining alpha.

Jurisdictions
Ideal management services are available in Canada, the UK, Ireland, the Caribbean and Bernuda. IaS can help develop markets no matter the stage of development.

Risk Management & Regulatory Compliance
IaS supports firms with a broad array of risk, compliance and regulatory capabilities. We help firms develop enterprise risk frameworks, define and enhance their risk appetite, risk management procedures, policies and infrastructure.

​Operations
IaS helps organizations design and implement superior front, middle and back-office processes including research, portfolio management, risk management, technology and distribution.

Internal Auditing
IaS can assist in providing an independent, objective assurance and consulting activity designed to add value and improve an organization's operations. We can help a firm accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes. We have a team of over 50 experienced auditors.

Anti-money laundering controls
Simple, transparent and quick AML people & company Checks

End-to-End Service
IaS offers end-to-end solutions including product management, operations, marketing, compliance, accounting and AML  to optimize business returns.
"Select IAS"
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  • Home
  • Plummy
  • Terratonics
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  • About
  • Services
    • Startup to Unicorn
    • Funding Europe
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    • Digital Transformation
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    • Data Ecosystems
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    • Strategic Implementation
    • Virtual Leaders
    • Virtual CFO
    • Audit & Accounting
      • Accounting & Financial Reporting
      • Internal Audit Outsourcing
      • Accounting Outsourcing
        • Registration Accounting
      • IFRS
      • ESG Reporting
      • Transaction Services
    • Risk and Compliance
      • Enterprise Risk
      • Operational Risk
      • Third-party Risk
      • Fraud Risk
        • Fraud Risk Framework
      • Exempt Market Dealers
      • Basel III
      • Corporate Social Responsibility
      • Training
    • Covid/BCP
    • Credit
      • Basel IV
    • AML
      • AML Training
      • AML Checking
    • Cyber Security
    • Marketing
    • Trading
    • Privacy
    • Security, Intelligence & Investigations
      • Surveillance
      • Counterfeit, Copyright & Brand Forgery
    • Change Management
  • Industries
    • Financial Services
    • Capital Markets
    • Structured Finance
    • Pension Services
    • Credit Unions
    • Asset Management
    • Esports Gaming
    • Brokerage
    • Pharma & Healthcare
    • Cannabis
      • Cannabis Sector Risks
  • Assignments
    • IT Asset Management
    • Internal Audit
    • Credit Risk
    • Strategy & M&A
    • AML
    • Compliance
    • Project Management
  • Experts
    • Ken Clarke
    • Bijan Alagheband
    • Basel Anbari
    • Andrea Aimi
    • Wadih Antoun
    • Kapil Arya
    • Katia Barakat
    • Sharon Bauer
    • Mo Bhamra
    • Michael BiZ (Ph.D.)
    • Tim Boucher (CIA)
    • Dan Brennan
    • Chris Caldwell
    • Michael CamilleriI
    • Michael Castro
    • Chiranjib Chatterjee
    • Mumtaz Chaudhary
    • Shaheen Chaudhary
    • Terry Chong
    • James Clayton
    • Sudha Datta
    • Mark Dougherty
    • Warren D'Souza
    • Nabil Eldeh
    • André Fortier
    • Mike Firth
    • Frank Grigg
    • Paul Hedges
    • Andrew Hockin (Compliance)
    • Ken Green
    • Harry Gundy
    • Jim Harris
    • Tim Hanlon
    • Mitch Hirshhorn
    • Sumit Jha
      • Sumit Experience
    • Elyan Jabre
    • Balveen Kaur
    • Kshitij Kaushal
    • Rohin Khurana
    • Data - Kieng Iv
    • Ron Kusano
    • Tony Kwan
    • Rebecca Lai
    • Mark Levesley
    • Cecily Ma
    • Tom O'Carroll
    • Simran Makkar
    • Sahil Malik
    • Terry Martinuk
    • Ed Mathur
    • David McIntosh
    • Indranil Mitra
    • David O'Marra
    • Arlene Palango
    • Doug Pirie
    • Karthikeyan Raaj
    • Jayanth Rao
    • Andrew Richardson
    • David Rose
    • Dhritiman Roy
    • Nandini Roy
    • Dhruv Sachdev
    • Martin Seaton
    • Devanshi Sharma
    • Bill Shek
    • Jane Shen
    • Glenna Smith
    • Ben Swartz
    • Rajesh Varma
    • Dominic Vogel
    • Paul Wallis
    • Bing Wang
    • Ira Wijesooriya
    • Terence Yhip
    • Phil Zanotti
    • Digital Solutions
  • Comparison
  • Leadership
  • Careers
  • Privacy Policy
  • Disclaimer