iBalance vs Perfona

Rating


4 / 5
(4)

(0)

Starting Price

$8,000.00/month

Not provided by vendor

Best For

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

Hedge Funds, Asset Managers, Private Equity firms, Family Offices and other buyside financial institutions

Ideal number of Users

2 - 1000+

2-9

Ease of Use


4 / 5

Customer Support


4.5 / 5

Features & Functionality

Value for Money

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

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

  • close In Person
  • check Live Online
  • close Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • close Webinars
  • close Documentation

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iBalance vs Perfona

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