AlternativeSoft vs iBalance

Starting Price

$12,000.00/year/user

$8,000.00/month

Best For

Fund Investors: Funds of funds, Pension Funds, Endowments & Foundations, Private Banks, OCIOs, RIAs, Family Offices, Consultants. Asset Managers: Hedge Fund Managers, Mutual Fund Managers

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.

Rating


4.6 / 5
(13)
Read All Reviews

4 / 5
(4)

Ideal number of Users

1 - 99

2 - 1000+

Ease of Use


4.5 / 5

3.8 / 5

Customer Support


4.8 / 5

4.5 / 5

Features & Functionality


4.5 / 5

Value for Money


4.3 / 5

Product Features

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

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

  • 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 AlternativeSoft

AlternativeSoft vs iBalance

Share

share Share Your Comparison of iBalance vs AlternativeSoft