iBalance

iBalance is a portfolio management solution offered by Croesus, designed to assist wealth management advisors in efficiently managing client assets. According to the vendor, this software is user-friendly and high-performance, tailored for small to large-sized wealth management firms. It is utilized by professionals in the wealth management, asset management, financial advisory, portfolio management, and mutual fund industries.

Key Features

Portfolio management solution: According to the vendor, iBalance provides advanced tools for securely and efficiently managing client assets. It offers features for managing and prioritizing client communication, as well as easy access to client positions and history.

Optimize portfolios: The vendor claims that iBalance allows advisors to effortlessly view clients' holdings, risk allocation, assets, and history. It enables them to track performance and generate tailored reports. Additionally, the software provides the capability to model portfolios for optimized performance based on reliable data.

Ensure compliance: According to the vendor, iBalance assists advisors in following and adapting to different regulatory changes. It includes features for reviewing compliance with investment policies and objectives, differentiating between time- and money-weighted return calculation methods, automating the risk rating process, and processing external risk rating feeds.

Managing client accounts: iBalance provides easy access to client portfolios and positions, offering detailed information on client holdings, projected income, and breakdowns. The software also monitors deviation from target asset weights and security metrics.

Creating, executing, and assigning orders: iBalance streamlines the order management process by allowing advisors to create, execute, and assign orders efficiently.

Calculating performance: The vendor claims that iBalance accurately calculates performance metrics, including time- and money-weighted return calculations.

Identifying business opportunities: iBalance assists advisors in identifying business opportunities based on client data and performance. According to the vendor, it helps in recognizing risks and opportunities for better decision-making.

Projecting revenue and yield: According to the vendor, iBalance projects revenue and yield based on client data and performance. This feature is said to help advisors plan for future growth and profitability.