# iBalance Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about iBalance Software - reviews, pricing plans, popular comparisons to other Investment Management products and more. Source: https://www.capterra.com/p/21392/iBalance --- # iBalance Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) iBalance ## What is iBalance? Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation. ## What is iBalance used for? [Stock Portfolio Management](https://www.capterra.com/stock-portfolio-management-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Risk Management](https://www.capterra.com/financial-risk-management-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price CA$8000 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for iBalance?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.softtarget.com&name=iBalance) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### iBalance 4.0 (4) VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price CA$8000 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (4) Ease Of Use 3.9 (9) Value For Money 0.0 (0) Value For Money 4.0 (6) Customer Service 4.5 (4) Customer Service 4.4 (8) ## iBalance alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars Highest Rated [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) [4.3 (95)](https://www.capterra.com/p/79570/MRI-Software/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79570/MRI-Software/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Audit Trail A record of all activities within the system, including user access, changes made, etc. Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Business Process Control Define and maintain business rules that determine workflow capabilities and criteria Client Management Manage contact details and communication with clients iBalance 17 features Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges A record of all activities within the system, including user access, changes made, etc. Purchase and track both bonds and stocks in the portfolio Define and maintain business rules that determine workflow capabilities and criteria Manage contact details and communication with clients Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Establish requirements for testing to reduce risks Manage allocation and performance of financial assets Monitor capital allocation and asset prices over time Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Develop potential scenarios to identify risks and opportunities Implementation of various strategies to manage tax obligations via planning and maintaining compliance Get Advice We can help you find the software with the features you need. ## Pricing Basic CA$8,000 Per User,Per Month Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (4) 4.5 Based on 4 reviews ## User reviews Overall rating 4.0 Based on 4 reviews Filter by rating 5(0) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MV Marc V. Vice-President ### "The Answer to Complexity" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 27, 2009 \- One product that could well become a referrence for reporting, pre trade conformity, helpfull utility for portfolio managers, rebalancing tools, etc. 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RT ROBERT T. VP OPERATIONS & IT ### "EXCELLENT SOLUTION" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 0.0 0.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 July 24, 2009 \-AN IDEAL PLATFORM TO IMPLEMENT A COMPLIANCE PROGRAM IN FAST TRACK MODE Pros \-EASILY ADAPTABLE -GOOD SUPPORT TEAM -ABILITY TO SUPPORT COMPLEX CONSTRAINTS -INTUITIVE INTERFACE Cons \-NONE........ Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB Jocelyn B. V-P Market operations ### "V-P Market Operations" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 July 22, 2009 I'm very happy to use this product and hi could easly recommand iBalance for Portfolio managment firms 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RJ Rivard-Gervais J. AVP Investment Services ### "iBalance" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 0.0 0.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 July 21, 2009 I would recommend it to asset management firms. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)