Name: iBalance
Price: 8000 USD
Author: softTarget

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Text Editors

Version Control

Development

School Management

Education

Business Intelligence (BI)

Calibration Management

Collaboration

Enterprise Search

Meeting Management

Enterprise

Accounting

Accounting and Tax Services

Anti-Money Laundering (AML)

Cryptocurrency Wallets

Financial Research

Financial Risk Management

Hedge Fund

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employer of Record (EOR)

HR Management

International Payroll

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Complex Event Processing

Component Content Management

Data Governance

Density-Optimized Servers

Fraud Detection

Hosted Virtual Desktop

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Metadata Management

Network Performance Monitoring

Network Traffic Analysis (NTA)

Product Implementation Services

Test Management

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Loyalty Program

Email Marketing

Location Intelligence

Marketing Automation

Referral Marketing

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales

Data Loss Prevention

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security Information and Event Management (SIEM)

Security

Awards Management

Car Rental

Construction Accounting

Legal Research

Retail Execution

Vertical-Specific

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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.

Basic

According to the vendor, RightCapital's financial planning solution allows financial advisors to:
•Differentiate their value for more clients.
•Create a simple plan in as little as 10 minutes.
•Empower themselves to evolve with planning needs.

Premium

Platinum

RightCapital

Nitrogen Growth Platform (formerly Riskalyze) is an investment portfolio management software platform from the company of the same name in Auburn.

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TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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iBalance

Overview

What is iBalance?