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iBalance

iBalance

Sold by : softTarget

What is iBalance?

iBalance solution for financial advisors looking to enhance their asset management process. With its user-friendly interface, iBalance ensures easy compliance and increased efficiency, giving advisors more time to focus on client interaction and expanding their business. Say goodbye to tedious tasks and hello to a streamlined, profitable workflow with iBalance.

iBalance Pricing

To receive a personalized quote

Key Features of iBalance

  • Portfolio Management
  • Risk Assessment
  • Performance Analytics
  • Asset Allocation
  • Compliance Monitoring
  • Client Reporting
  • Trade Order Management
  • Fee Management
  • Document Management
  • Cash Flow Analysis
  • Tax Optimization
  • Scenario Analysis
  • Benchmarking
  • Data Integration
  • Mobile Access
  • Customizable Dashboards
  • Real Time Data
  • Multi Currency Support
  • User Access Controls
  • Client Portal
  • Compliance Management
  • Tax Management
  • Risk Management
  • Accounting Management
  • Client Management
  • Modeling & Simulation
  • Compliance Reporting
  • Fund Management
  • Portfolio Modeling
  • Bonds / Stocks
  • Portfolio Rebalancing

Specifications

Company Name icon
Company Name
softTarget
Run On Mobile Browser icon
Run On Mobile Browser
Yes
Available Support icon
Available Support
Email
Languages Available icon
Languages Available
English

iBalance FAQ's

The top 5 features of iBalance include:

  • Portfolio Management
  • Risk Assessment
  • Performance Analytics
  • Asset Allocation
  • Compliance Monitoring

iBalance supports a variety of platforms including: Email.

iBalance serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of iBalance are Macroaxis, TeamWox and MProfit for Accounting. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

iBalance is available exclusively in English, providing a streamlined experience for English-speaking users.

Alternatives of iBalance

Macroaxis
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TeamWox
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MProfit for Accounting
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Prospero 365
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XStocks
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Origin
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Buxfer
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Bullfinch Wealth Management
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