---
description: Detaillierte Informationen über iBalance zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools dank Capterra Schweiz.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: iBalance Kosten, Erfahrungen & Bewertungen - Capterra Schweiz 2026
---

Breadcrumb: [Startseite](/) > [Anlagenverwaltung Software](/directory/20010/investment-management/software) > [iBalance](/software/21392/ibalance)

# iBalance

Canonical: https://www.capterra.ch/software/21392/ibalance

> Portfoliomanagement: Compliance-Management, Modellierung, Szenariosimulation, Portfolio-Rebalancing, Workflow-Automatisierung.
> 
> Bewertung: **4.0/5** von 4 Nutzern. Top bewertet für **Kundenbetreuung**.

-----

## Übersicht

### Wer verwendet iBalance?

Für private und institutionelle Vermögensverwalter, Family Offices, Berater usw.

## Kurzstatistiken und Ratings

| Metrik | Bewertung | Detail |
| **Gesamt** | **4.0/5** | 4 Nutzerbewertungen |
| Bedienkomfort | 3.8/5 | Auf Basis der Gesamtbewertungen |
| Kundenbetreuung | 4.5/5 | Auf Basis der Gesamtbewertungen |
| Preis-Leistungs-Verhältnis |  | Auf Basis der Gesamtbewertungen |
| Funktionen |  | Auf Basis der Gesamtbewertungen |
| Empfehlungsprozentsatz | - | ( Weiterempfehlungsquote) |

## Über den Anbieter

- **Unternehmen**: softTarget
- **Gegründet**: 2000

## Gewerblicher Kontext

- **Startpreis**: CA$ 8'000.00
- **Zielgruppe**: 11–50, 51–200, 201–500, 501–1'000, 1'001–5'000, 5'001–10'000, 10'000+
- **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert
- **Verfügbare Länder**: Kanada

## Funktionen

- Alarmfunktion / Benachrichtigungen
- Bonds/Stocks
- Compliance-Verfolgung
- Investment-Tracking
- Kundenmanagement
- Portfolio-Neuausrichtung
- Portfoliomanagement
- Risikomanagement

## Optionen für Kundensupport

- 24/7 Live-Support

## Category

- [Anlagenverwaltung Software](https://www.capterra.ch/directory/20010/investment-management/software)

## Ähnliche Kategorien

- [Anlagenverwaltung Software](https://www.capterra.ch/directory/20010/investment-management/software)
- [Finanzrisikomanagement Software](https://www.capterra.ch/directory/20009/financial-risk-management/software)
- [Stock Portfolio Management Software](https://www.capterra.ch/directory/31242/stock-portfolio-management/software)

## Alternativen

1. [Stessa](https://www.capterra.ch/software/181042/stessa) — 4.5/5 (103 reviews)
2. [First Rate Vantage](https://www.capterra.ch/software/179626/investor-portal) — 4.9/5 (18 reviews)
3. [Vestd](https://www.capterra.ch/software/207791/vestd) — 4.9/5 (97 reviews)
4. [Youhodler](https://www.capterra.ch/software/1075066/Youhodler) — 5.0/5 (1 reviews)
5. [Aladdin](https://www.capterra.ch/software/1055902/aladdin) — 4.0/5 (1 reviews)

## Nutzerbewertungen

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

> **Marc** | *27. Juli 2009*
> 
> **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
> 
> \- One product that could well become a referrence for reporting, pre trade conformity, helpfull utility for portfolio managers, rebalancing tools, etc.

-----

### "V-P Market Operations" — 4.0/5

> **Jocelyn** | *22. Juli 2009*
> 
> **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.
> 
> I'm very happy to use this product and hi could easly recommand iBalance for Portfolio managment firms

-----

### "iBalance" — 4.0/5

> **Rivard-Gervais** | *21. Juli 2009*
> 
> **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.
> 
> I would recommend it to asset management firms.

-----

### "EXCELLENT SOLUTION" — 4.0/5

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

## Links

- [Auf Capterra anzeigen](https://www.capterra.ch/software/21392/ibalance)

## Diese Seite ist in den folgenden Sprachen verfügbar

| Sprache | 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> |

-----

## Strukturierte Daten

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Capterra hilft Millionen von Nutzern die richtige Software für ihr Unternehmen in der Schweiz zu finden – Vergleiche Tausende von Bewertungen & Ratings von top Softwareanwendungen.","email":"info@capterra.ch","url":"https://www.capterra.ch/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@id":"https://www.capterra.ch/#organization","@type":"Organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/user/CapterraTV"]},{"name":"iBalance","description":"Portfoliomanagement: Compliance-Management, Modellierung, Szenariosimulation, Portfolio-Rebalancing, Workflow-Automatisierung.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/13df4461-6642-4b8c-8d43-33a5add68a81.png","url":"https://www.capterra.ch/software/21392/ibalance","@id":"https://www.capterra.ch/software/21392/ibalance#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.capterra.ch/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.0,"bestRating":5,"ratingCount":4},"offers":{"price":"8000","@type":"Offer","priceCurrency":"CAD"},"operatingSystem":"Cloud"},{"@id":"https://www.capterra.ch/software/21392/ibalance#faqs","@type":"FAQPage","mainEntity":[{"name":"Was ist iBalance?","@type":"Question","acceptedAnswer":{"text":"Portfoliomanagement: Compliance-Management, Modellierung, Szenariosimulation, Portfolio-Rebalancing, Workflow-Automatisierung.","@type":"Answer"}},{"name":"Wer verwendet iBalance?","@type":"Question","acceptedAnswer":{"text":"Für private und institutionelle Vermögensverwalter, Family Offices, Berater usw.","@type":"Answer"}}]},{"@id":"https://www.capterra.ch/software/21392/ibalance#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Startseite","position":1,"item":"/","@type":"ListItem"},{"name":"Anlagenverwaltung Software","position":2,"item":"/directory/20010/investment-management/software","@type":"ListItem"},{"name":"iBalance","position":3,"item":"/software/21392/ibalance","@type":"ListItem"}]}]}
</script>