18 years helping Israeli businesses
choose better software

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.

iBalance Software - 1

Not sure about iBalance? Compare with a popular alternative

iBalance

iBalance

4.0 (4)
CA$8,000.00
month
Free version
Free trial
18
No integrations found
3.8 (4)
0.0 (4)
4.5 (4)
VS.
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
US$3,000.00
year
Free version
Free trial
93
No integrations found
4.2 (46)
4.0 (46)
4.4 (46)
Green rating bars show the winning product based on the average rating and number of reviews.

Other great alternatives to iBalance

Backstop
Top rated features
Contact Management Software
Document Management Software
Relationship Tracking
VestServe
Top rated features
No features have been rated by reviewers for this product.
PackHedge
Top rated features
Performance Metrics
Unity
Top rated features
Real-Time Data
Reporting/Analytics
Workflow Management Software
Octopus
Top rated features
Audit Trail
Contact Management Software
For Hedge Funds
The Imagine Trading System
Top rated features
Client Management
Portfolio Management
Risk Management Software
Synertree Optimizer
Top rated features
No features have been rated by reviewers for this product.
Athena Systems
Top rated features
No features have been rated by reviewers for this product.
HedgeGuard
Top rated features
No features have been rated by reviewers for this product.

Reviews of iBalance

Average score

Overall
4.0
Ease of Use
3.8
Customer Service
4.5
Features
Value for Money

Find reviews by score

4
100%
Marc
Vice-President
Used the Software for: Not provided
Reviewer Source

The Answer to Complexity

4.0 16 years ago

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

Jocelyn
V-P Market operations
Used the Software for: Not provided
Reviewer Source

V-P Market Operations

4.0 16 years ago

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.

Rivard-Gervais
AVP Investment Services
Used the Software for: Not provided
Reviewer Source

iBalance

4.0 16 years ago

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.

ROBERT
VP OPERATIONS & IT
Used the Software for: Not provided
Reviewer Source

EXCELLENT SOLUTION

4.0 16 years ago

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........