17 ans à aider les entreprises françaises
à choisir le meilleur logiciel
iBalance
Description de iBalance
Gestion de portefeuille : gestion de la conformité, modélisation, simulation de scénarios, rééquilibrage de portefeuille, automatisation des flux de travail.
Qui utilise iBalance ?
Pour les gestionnaires de fortune privés et institutionnels, les family offices, les conseillers, etc.
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The Answer to Complexity
Commentaires : - One product that could well become a referrence for reporting, pre trade conformity, helpfull utility for portfolio managers, rebalancing tools, etc.
Avantages :
- 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
Inconvénients :
- Implementation might be complicated especially if you don't have inhouse knowledge
V-P Market Operations
Commentaires : I'm very happy to use this product and hi could easly recommand iBalance for Portfolio managment firms
Avantages :
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.
Inconvénients :
Some time new version or new Topick could produce Bugs with actual version. This Bugs are quickly fix but produce lost of time.
iBalance
Commentaires : I would recommend it to asset management firms.
Avantages :
Customisable Powerfull
Inconvénients :
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
Commentaires : -AN IDEAL PLATFORM TO IMPLEMENT A COMPLIANCE PROGRAM IN FAST TRACK MODE
Avantages :
-EASILY ADAPTABLE -GOOD SUPPORT TEAM -ABILITY TO SUPPORT COMPLEX CONSTRAINTS -INTUITIVE INTERFACE
Inconvénients :
-NONE........
