Welcome!

In the fall of 2015, we launched RPM by IB Soft. Unbeknownst to us this program would set a new standard for Representative Payee software. It focused heavily on two primary views: the home page for an overview of all beneficiaries and the most important, the beneficiary dashboard. The dashboard became a new standard of excellence simply because it is the most comprehensive view of the beneficiary you can get. Enormous amounts of information at a glance or with a mouse hover. Complete account summary which is a very detailed ‘summary’ showing all account balances, total income, total bills, total available for the client, the amounts of each payment if more than one, and what the new balance will be after the next Execution. You’ll see the payment days and dates for each payment for the month and have quick options to override the payment amounts. Also, the details on all income sources, each bill and its status, debts, back payments, notes, relationships and more. At the top of the dashboard there are four panels for the beneficiary: Bio, Payment, Info, and Alerts. Again, at a glance or a mouse hover.

Now, 11 years later, a very mature version 5 is coming out with a new name and logo and significant improvements. The name is Optimus and we no longer need QuickBooks™ to print checks and reconcile bank statements – Optimus is now self-contained.

Optimus – Beneficiary Management Software
Unified Management, Simplified Care

There are those who have tried to run their Rep Payee organization using just QuickBooks™. If you’re one of them, you already know just how much QB falls short of real comprehensive management. The good news is we can help you onboard your organization with Optimus. We can promise it will not be an easy transition for you. Yes, we said it. No false promises, it will be hard, but I can tell you when the pain is over, you will delight in the significantly better way you’ll be working.