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iBalance Overview

iBalance is an innovative investment management software that provides users with the tools needed to track and manage their investment portfolios effectively. With features such as performance analysis, risk assessment, and reporting, users can make informed investment decisions and optimize their strategies. The software also offers real-time market data and analytics, enabling investors to stay ahead of market trends. Ideal for individual investors and financial advisors, iBalance empowers users to enhance their investment management processes and achieve their financial goals.

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Contact Details

  • Vendor Name softTarget
  • Founded 2000
  • Location Canada

Support

  • 24x7 Support 24x7 Support

Training

  • 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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iBalance Features

  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests
  • 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
  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

iBalance Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$8000 Per User

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iBalance FAQs

iBalance is an innovative investment management software that provides users with the tools needed to track and manage their investment portfolios effectively. With features such as performance analysis, risk assessment, and reporting, users can make informed investment decisions and optimize their strategies. The software also offers real-time market data and analytics, enabling investors to stay ahead of market trends. Ideal for individual investors and financial advisors, iBalance empowers users to enhance their investment management processes and achieve their financial goals.

  • No, iBalance does not offer a free version.

  • Yes, iBalance offers a free trial.

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

  • iBalance offers the following pricing plans & packages:

    Basic

    $8000 Per User

  • iBalance supports the following payment frequencies:

    • Monthly Subscription

  • No, iBalance does not offer an API.

  • iBalance offers support with the following options:
    • 24x7 Support

  • iBalance offers training with the following options:
    • Live Online , Documentation

  • iBalance supports the following languages:
    • English

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

  • iBalance supports the following deployment:
    • Cloud Hosted

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