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iBalance
Was ist iBalance?
Portfoliomanagement: Compliance-Management, Modellierung, Szenariosimulation, Portfolio-Rebalancing, Workflow-Automatisierung.
Wer verwendet iBalance?
Für private und institutionelle Vermögensverwalter, Family Offices, Berater usw.
Du bist nicht sicher, ob iBalance das Richtige ist?
Mit einer beliebten Alternative vergleichen
iBalance
Bewertungen über iBalance
Durchschnittliche Bewertung
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The Answer to Complexity
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
V-P Market Operations
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.
iBalance
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.
EXCELLENT SOLUTION
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........