Who Uses This Software?

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


Average Ratings

4 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $8,000.00/month
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    24/7 (Live Rep)

Vendor Details

  • softTarget
  • www.softtarget.com
  • Founded 2000
  • Canada

About iBalance

Portfolio management: compliance management, modeling, scenario simulation, portfolio rebalancing, workflow automation.


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iBalance Features

  • Archiving & Retention
  • Audit Trail
  • Controls Testing
  • Environmental Compliance
  • FDA Compliance
  • HIPAA Compliance
  • ISO Compliance
  • OSHA Compliance
  • Risk Alerts
  • Sarbanes-Oxley Compliance
  • Version Control
  • "What If" Scenarios
  • Audit Trail
  • Balance Sheet
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Compliance Management
  • Credit Risk Management
  • Liquidity Analysis
  • Loan Portfolio Management
  • Market Risk Management
  • Operational Risk Management
  • Portfolio Management
  • Portfolio Modeling
  • Risk Analytics Benchmarks
  • Stress Tests
  • Value At Risk Calculation
  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

iBalance Reviews

The Answer to Complexity

Jul 27, 2009
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

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.

EXCELLENT SOLUTION

Jul 24, 2009
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

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

V-P Market Operations

Jul 22, 2009
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

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

iBalance

Jul 21, 2009
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

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.