iBalance vs Stock Portfolio Organizer

Rating


4 / 5
(4)

(0)

Starting Price

$8,000.00/month

Not provided by vendor

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.

Not provided by vendor

Ideal number of Users

2 - 1000+

Not provided by vendor

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

Screenshots

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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

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

Training

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

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iBalance vs Stock Portfolio Organizer

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