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iBalance
What Is iBalance?
Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
Who Uses iBalance?
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.
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iBalance
Reviews of iBalance
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The Answer to Complexity
Comments: - One product that could well become a referrence for reporting, pre trade conformity, helpfull utility for portfolio managers, rebalancing tools, etc.
Pros:
- Quality of the team - Flexibility of the product - Only product I know that offers different level of decomposition (for ETF, index futures, etc.) that enables you to have a more accurate view of the portfolio's exposure to stocks and currencies - Team really devotes time and effort to adjust the product to meet your specific needs
Cons:
- Implementation might be complicated especially if you don't have inhouse knowledge
V-P Market Operations
Comments: I'm very happy to use this product and hi could easly recommand iBalance for Portfolio managment firms
Pros:
Very good optimisation with multiple constraints. This system his able to produce in fast time investment solution for multiple portfolios. Solutions are in line with manual intervention. We saved 2-3 working days of manual solutions with Excel Spread sheet to make allocation and Asset Mix.
Cons:
Some time new version or new Topick could produce Bugs with actual version. This Bugs are quickly fix but produce lost of time.
iBalance
Comments: I would recommend it to asset management firms.
Pros:
Customisable Powerfull
Cons:
Needs testing effort to implement new releases. Can take a bit of time to run compliance if many accounts and many rules to monitor.
EXCELLENT SOLUTION
Comments: -AN IDEAL PLATFORM TO IMPLEMENT A COMPLIANCE PROGRAM IN FAST TRACK MODE
Pros:
-EASILY ADAPTABLE -GOOD SUPPORT TEAM -ABILITY TO SUPPORT COMPLEX CONSTRAINTS -INTUITIVE INTERFACE
Cons:
-NONE........