FinFolio vs iBalance

Starting Price

Not provided by vendor

$8,000.00/month

Best For

Investment advisors, wealth managers, RIAs, financial planners, brokers, hedge funds, family offices, and #fintech developers.

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


3.5 / 5
(9)
Read All Reviews

4 / 5
(4)

Ideal number of Users

1 - 1000+

2 - 1000+

Ease of Use


3.5 / 5

4 / 5

Customer Support


3.5 / 5

4.5 / 5

Features & Functionality


4.5 / 5

Value for Money


4 / 5

Product Features

  • check Billing & Invoicing
  • close Client Management
  • close Data Warehousing
  • close For Investment Advisors
  • close For Traders
  • check Order Management
  • check Portfolio Accounting
  • check Portfolio Rebalancing
  • close Risk Management
  • close Tax Management
  • close Technical Analysis
  • close Wash Sale Detection
  • close Billing & Invoicing
  • close Client Management
  • close Data Warehousing
  • close For Investment Advisors
  • close For Traders
  • close Order Management
  • close Portfolio Accounting
  • check Portfolio Rebalancing
  • check Risk Management
  • check Tax Management
  • close Technical Analysis
  • close Wash Sale Detection

Screenshots

View 4 screenshots 91787 thumb
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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

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FinFolio vs iBalance

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