Balance Overview

Balance is a powerful investment management software designed to streamline financial operations for asset managers and investment firms. This platform provides tools for portfolio management, risk assessment, and performance analysis, ensuring that organizations can effectively manage their investment strategies. With its user-friendly interface, Balance allows users to easily track asset performance, analyze market trends, and generate detailed reports. The software supports compliance with regulatory requirements, ensuring that financial data is managed securely and accurately. Additionally, Balance offers advanced analytics features that provide insights into investment opportunities and risk exposure. Ideal for financial professionals seeking to optimize their investment processes, this software empowers firms to enhance decision-making and drive growth.

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Contact Details

  • Vendor Name Balance Financial
  • Founded
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Banking, Insurance, Investment Management

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Balance Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Balance Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Balance FAQs

Balance is a powerful investment management software designed to streamline financial operations for asset managers and investment firms. This platform provides tools for portfolio management, risk assessment, and performance analysis, ensuring that organizations can effectively manage their investment strategies. With its user-friendly interface, Balance allows users to easily track asset performance, analyze market trends, and generate detailed reports. The software supports compliance with regulatory requirements, ensuring that financial data is managed securely and accurately. Additionally, Balance offers advanced analytics features that provide insights into investment opportunities and risk exposure. Ideal for financial professionals seeking to optimize their investment processes, this software empowers firms to enhance decision-making and drive growth.

  • No, Balance does not offer a free version.

  • Yes, Balance offers a free trial.

  • No, Credit Card details are not required for the Balance trial.

  • No, Balance does not offer an API.

  • Balance offers support with the following options:
    • 24x7 Support , Knowledge Base , FAQs/Forum

  • Balance offers training with the following options:
    • In-person , Live Online , Documentation

  • Balance supports the following languages:
    • English

  • Following are the typical users of the Balance:
    • Self-Employed , Small-Business , Midsize-Business

  • Balance supports the following deployment:
    • Cloud Hosted

  • Balance supports the following devices and operating systems:
    • Web-Based