FA Solutions vs iBalance

Best For

Who Uses This Software?

From front to back office in asset & portfolio management, banks, brokerage, custody, family offices, fund management, IFAs & distributors, institutional investors, pension funds and private equity

For private and institutional wealth managers, family offices, advisors, etc.

Target Customer Size (Users)

1 - 1000+

2 - 1000+

Pricing

Starting Price

Not provided by vendor

$8,000.00/month

Free Trial

Yes No

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Ratings

Overall


5 / 5
(1)

4 / 5
(4)

Ease of Use


5 / 5

4 / 5

Customer Service


5 / 5

4.5 / 5

Features & Functionality

Value for Money

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • close Webinars
  • check Documentation

share Share Your Comparison of iBalance vs FA Solutions


FA Solutions vs iBalance

Best For

Who Uses This Software?

From front to back office in asset & portfolio management, banks, brokerage, custody, family offices, fund management, IFAs & distributors, institutional investors, pension funds and private equity

For private and institutional wealth managers, family offices, advisors, etc.

Target Customer Size (Users)

1 - 1000+

2 - 1000+

Pricing

Starting Price

Not provided by vendor

$8,000.00/month

Free Trial

Yes No

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management
  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Ratings

Overall


5 / 5
(1)

4 / 5
(4)

Ease of Use


5 / 5

4 / 5

Customer Service


5 / 5

4.5 / 5

Features & Functionality

Value for Money

Training & Support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • check Live Online
  • close Webinars
  • check Documentation

Share Your Comparison of iBalance vs FA Solutions