iBalance vs Backstop

CA$8,000.00/month

US$3,000.00/year

• Ease of Use

  3.8 (4)

• Features & Functionality

  (4)

• Customer Service

  4.5 (4)

• Value for Money

  (4)

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• Ease of Use

  4.2 (46)

• Features & Functionality

  4.2 (46)

• Customer Service

  4.4 (46)

• Value for Money

  4.0 (46)

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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.

Institutional investors: Funds of funds, endowments, foundations, pensions, consultants, OCIOs, and family offices. Alternative asset managers: hedge funds, private equity, VC, and real estate firms.

• Audit Trail
• Client Management
• Compliance Management
• Compliance Tracking
• Fund Management
• Investments Tracking
• Portfolio Management
• Portfolio Modeling
• Portfolio Rebalancing
• Scenario Planning

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• Audit Trail
• Client Management
• Compliance Management
• Compliance Tracking
• Fund Management
• Investments Tracking
• Portfolio Management
• Portfolio Modeling
• Portfolio Rebalancing
• Scenario Planning

See all features

• Cloud-based
• On-premise

• Cloud-based
• On-premise

• In Person
• Live Online
• Webinars
• Documentation
• Videos

• In Person
• Live Online
• Webinars
• Documentation
• Videos

• Email/Help Desk
• Knowledge Base Software
• Phone Support
• 24/7 (Live rep)

• Email/Help Desk
• Knowledge Base Software
• Phone Support
• 24/7 (Live rep)