iBalance vs Ledgex vs StockMarketEye

Starting Price

$8,000.00/month

Not provided by vendor

$99.95/one-time/user

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.

Fund of Hedge Funds, PE Fund of Funds, Family Offices, Endowments, Pensions

Investment managers, Investment management companies, asset managers, Individual investors

Rating


4 / 5
(4)


5 / 5
(1)


4.5 / 5
(77)

Ideal number of Users

2 - 1000+

Not provided by vendor

1 - 99

Ease of Use


4 / 5

3 / 5

4.5 / 5

Customer Support


4.5 / 5

5 / 5

4.5 / 5

Features & Functionality


5 / 5

4 / 5

Value for Money


3 / 5

4.5 / 5

Product Features

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

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • close Webinars
  • check Documentation
Not provided by vendor
  • close In Person
  • close Live Online
  • close Webinars
  • check Documentation

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iBalance vs Ledgex vs StockMarketEye

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