User Reviews
iBalance by softTarget
USER REVIEWS - All reviews
Purchased Date: June 01, 2004
Vice-President, Hexavest
July 27, 2009
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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
Overall
- One product that could well become a referrence for reporting, pre trade conformity, helpfull utility for portfolio managers, rebalancing tools, etc.
Purchased Date: May 01, 2006
VP OPERATIONS & IT, FIERA CAPITAL INC.
July 24, 2009
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Pros
-EASILY ADAPTABLE
-GOOD SUPPORT TEAM
-ABILITY TO SUPPORT COMPLEX CONSTRAINTS
-INTUITIVE INTERFACE
Cons
-NONE........
Overall
-AN IDEAL PLATFORM TO IMPLEMENT A COMPLIANCE PROGRAM IN FAST TRACK MODE
Purchased Date: September 01, 2003
V-P Market operations, Montrusco Bolton Investments Inc
July 22, 2009
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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.
Overall
I'm very happy to use this product and hi could easly recommand iBalance for Portfolio managment firms
Purchased Date: April 01, 2003
AVP Investment Services, CIBC Global Asset Management Inc.
July 21, 2009
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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.
Overall
I would recommend it to asset management firms.
