iBalance - Stock Portfolio Management Software
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description

Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.

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Skills and Features
Risk ManagementCompliance ManagementAccounting ManagementCompliance ReportingClient ManagementTax ManagementPortfolio ModelingPortfolio RebalancingModeling & SimulationBonds / StocksFund ManagementWeb-Based, Cloud, SaaSLive OnlineDocumentation24/7 (Live Rep)
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Statistics
Count Viewed: 114
Licencing: monthly
4/5
Deployment
Web-Based, Cloud, SaaS
Training
Documentation
Live Online
Support
24/7 (Live Rep)
Stock Portfolio Management
Portfolio Rebalancing
Tax Management
Client Management
Risk Management
Investment Management
Fund Management
Bonds / Stocks
Modeling & Simulation
Portfolio Rebalancing
Client Management
Compliance Reporting
Accounting Management
Risk Management
Fund Accounting
Compliance Management
Hedge Fund
Compliance Management
Financial Risk Management
Compliance Management
Portfolio Modeling
Financial Management
Tax Management
Risk Management