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iBalance vs Athena Systems
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CA$8,000.00/month
Not provided by vendor
Overall
4.0 (4)Overall
Designed for private and institutional wealth managers, family offices, & advisors, it is a web-based portfolio management solution that helps with compliance management, workflow automation and more.
Providing services for all buy-side market participants:
Hedge Funds, Portfolio Managers, Traders and Family Offices
- Accounting Software
- Audit Trail
- Bonds/Stocks
- Client Management
- Compliance Management
- Compliance Tracking
- Fund Management
- Investments Tracking
- Portfolio Management
- Portfolio Rebalancing
- Accounting Software
- Audit Trail
- Bonds/Stocks
- Client Management
- Compliance Management
- Compliance Tracking
- Fund Management
- Investments Tracking
- Portfolio Management
- Portfolio Rebalancing
- Cloud-based
- On-premise
- Cloud-based
- On-premise
- Live Online
- Webinars
- Documentation
- Videos
- Live Online
- Webinars
- Documentation
- Videos
- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat
