iBalance
Do you work at softTarget? Claim your profile to update the latest information about your product.
What is iBalance?
iBalance is an intuitive portfolio rebalancing tool designed to streamline asset management for financial advisors. It ensures compliance and efficiency, allowing more time for client engagement and business growth.
iBalance Starting Price
Our Awards and Recognition
Connect with SoftwareSuggest experts to get the best quote for your business.
Key Features of iBalance
Here are the powerful features that make iBalance stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- 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
iBalance Screenshots
iBalance Specifications
Get a closer look at the technical specifications and system requirements for iBalance. Find out if it's compatible with your operating system and other software.
iBalance Reviews (0)
No reviews yet. Rate this app or be the first to review.
Write a ReviewAlternatives of iBalance
Explore alternative software options that can fulfill similar requirements as iBalance. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
iBalance FAQs
What are the top 5 features for iBalance?
The top 5 features for iBalance are:
- Compliance Management
- Portfolio Management
- Tax Management
- Risk Management
- Accounting Management
What type of customer support is available from iBalance?
The available support which iBalance provides is:
What types of businesses does iBalance serve?
iBalance serves a wide range of businesses, including but not limited to Startups, SMBs, Mid-Market & Enterprises.
How is iBalance commonly used?
iBalance is commonly used for various purposes, such as Portfolio Management, Financial Risk Management and more.
Who are the primary competitors of iBalance?
The three major competitors of iBalance are iBalance, KoreConX Manage IR and Captools/net. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.
.png){kind=logo}
