iBalance vs Seraf

Starting Price

$8,000.00/month

Not provided by vendor

Best For

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.

Seraf provides early stage portfolio solutions for funds, angel groups, family offices, accelerators, small VCs and individual investors.

Rating


4 / 5
(4)

(0)

Ideal number of Users

2 - 1000+

1000+

Ease of Use


4 / 5

Customer Support


4.5 / 5

Features & Functionality

Value for Money

Product Features

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

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

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iBalance vs Seraf

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