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Über iBalance

Portfoliomanagement: Compliance-Management, Modellierung, Szenariosimulation, Portfolio-Rebalancing, Workflow-Automatisierung.

Erfahre mehr über iBalance

Zeigt 4 Bewertungen

Marc V.
Vice-President in
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

The Answer to Complexity

4 vor 12 Jahren

Kommentare: - One product that could well become a referrence for reporting, pre trade conformity, helpfull utility for portfolio managers, rebalancing tools, etc.

Vorteile:

- Quality of the team - Flexibility of the product - Only product I know that offers different level of decomposition (for ETF, index futures, etc.) that enables you to have a more accurate view of the portfolio's exposure to stocks and currencies - Team really devotes time and effort to adjust the product to meet your specific needs

Nachteile:

- Implementation might be complicated especially if you don't have inhouse knowledge

Jocelyn B.
V-P Market operations in
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

V-P Market Operations

4 vor 12 Jahren

Kommentare: I'm very happy to use this product and hi could easly recommand iBalance for Portfolio managment firms

Vorteile:

Very good optimisation with multiple constraints. This system his able to produce in fast time investment solution for multiple portfolios. Solutions are in line with manual intervention. We saved 2-3 working days of manual solutions with Excel Spread sheet to make allocation and Asset Mix.

Nachteile:

Some time new version or new Topick could produce Bugs with actual version. This Bugs are quickly fix but produce lost of time.

Rivard-gervais J.
AVP Investment Services in
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

iBalance

4 vor 12 Jahren

Kommentare: I would recommend it to asset management firms.

Vorteile:

Customisable Powerfull

Nachteile:

Needs testing effort to implement new releases. Can take a bit of time to run compliance if many accounts and many rules to monitor.

Robert T.
VP OPERATIONS & IT in
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

EXCELLENT SOLUTION

4 vor 12 Jahren

Kommentare: -AN IDEAL PLATFORM TO IMPLEMENT A COMPLIANCE PROGRAM IN FAST TRACK MODE

Vorteile:

-EASILY ADAPTABLE -GOOD SUPPORT TEAM -ABILITY TO SUPPORT COMPLEX CONSTRAINTS -INTUITIVE INTERFACE

Nachteile:

-NONE........