---
description: Get detailed information about iBalance and how it can help you meet your business needs. Learn more about iBalance price, benefits, and disadvantages for businesses in Singapore.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: iBalance Pricing, Cost & Reviews - Capterra Singapore 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [iBalance](/software/21392/ibalance)

# iBalance

Canonical: https://www.capterra.com.sg/software/21392/ibalance

> Portfolio management solution that helps businesses manage compliance, modeling, scenario simulation, and workflow automation.
> 
> Verdict: Rated **4.0/5** by 4 users. Top-rated for **Customer Support**.

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## Overview

### Who Uses iBalance?

Designed for private and institutional wealth managers, family offices, \& advisors, it is a web-based portfolio management solution that helps with compliance management, workflow automation and more.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 4 Reviews |
| Ease of Use | 3.8/5 | Based on overall reviews |
| Customer Support | 4.5/5 | Based on overall reviews |
| Value for Money |  | Based on overall reviews |
| Features |  | Based on overall reviews |
| Recommendation percentage | - | ( Likelihood to recommend) |

## About the vendor

- **Company**: softTarget
- **Founded**: 2000

## Commercial Context

- **Starting Price**: CA$8,000.00
- **Pricing model**: Per User
- **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Available Countries**: Canada

## Features

- Alerts/Notifications
- Bonds/Stocks
- Client Management
- Compliance Tracking
- Investments Tracking
- Portfolio Management
- Portfolio Rebalancing
- Risk Management

## Support Options

- 24/7 (Live rep)

## Category

- [Investment Management Software](https://www.capterra.com.sg/directory/20010/investment-management/software)

## Related Categories

- [Investment Management Software](https://www.capterra.com.sg/directory/20010/investment-management/software)
- [Financial Risk Management Software](https://www.capterra.com.sg/directory/20009/financial-risk-management/software)
- [Stock Portfolio Management Software](https://www.capterra.com.sg/directory/31242/stock-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.com.sg/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.com.sg/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.com.sg/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.com.sg/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.com.sg/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Reviews

### "The Answer to Complexity" — 4.0/5

> **Marc** | *27 July 2009*
> 
> **Pros**: - 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
> 
> **Cons**: - Implementation might be complicated especially if you don't have inhouse knowledge
> 
> \- One product that could well become a referrence for reporting, pre trade conformity, helpfull utility for portfolio managers, rebalancing tools, etc.

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### "V-P Market Operations" — 4.0/5

> **Jocelyn** | *22 July 2009*
> 
> **Pros**: 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.
> 
> **Cons**: Some time new version or new Topick could produce Bugs with actual version.  This Bugs are quickly fix but produce lost of time.
> 
> I'm very happy to use this product and hi could easly recommand iBalance for Portfolio managment firms

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### "iBalance" — 4.0/5

> **Rivard-Gervais** | *21 July 2009*
> 
> **Pros**: Customisable
Powerfull
> 
> **Cons**: Needs testing effort to implement new releases.
Can take a bit of time to run compliance if many accounts and many rules to monitor.
> 
> I would recommend it to asset management firms.

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### "EXCELLENT SOLUTION" — 4.0/5

> **ROBERT** | *24 July 2009*
> 
> **Pros**: -EASILY ADAPTABLE
-GOOD SUPPORT TEAM
-ABILITY TO SUPPORT COMPLEX CONSTRAINTS
-INTUITIVE INTERFACE
> 
> **Cons**: -NONE........
> 
> \-AN IDEAL PLATFORM TO IMPLEMENT A COMPLIANCE PROGRAM IN FAST TRACK MODE

## Links

- [View on Capterra](https://www.capterra.com.sg/software/21392/ibalance)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/21392/ibalance> |
| de-AT | <https://www.capterra.at/software/21392/ibalance> |
| de-CH | <https://www.capterra.ch/software/21392/ibalance> |
| en | <https://www.capterra.com/p/21392/iBalance/> |
| en-AE | <https://www.capterra.ae/software/21392/ibalance> |
| en-AU | <https://www.capterra.com.au/software/21392/ibalance> |
| en-CA | <https://www.capterra.ca/software/21392/ibalance> |
| en-GB | <https://www.capterra.co.uk/software/21392/ibalance> |
| en-IE | <https://www.capterra.ie/software/21392/ibalance> |
| en-IL | <https://www.capterra.co.il/software/21392/ibalance> |
| en-IN | <https://www.capterra.in/software/21392/ibalance> |
| en-NZ | <https://www.capterra.co.nz/software/21392/ibalance> |
| en-SG | <https://www.capterra.com.sg/software/21392/ibalance> |
| en-ZA | <https://www.capterra.co.za/software/21392/ibalance> |
| fr | <https://www.capterra.fr/software/21392/ibalance> |
| fr-BE | <https://fr.capterra.be/software/21392/ibalance> |
| fr-CA | <https://fr.capterra.ca/software/21392/ibalance> |
| fr-LU | <https://www.capterra.lu/software/21392/ibalance> |

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