18 years helping Canadian businesses
choose better software
iBalance vs Unity
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
$8,000.00/month
US$3,500.00/month
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.
Brokerage companies, banks, exchanges, prop-trading companies, asset managers.
- Accounting Software
- Bonds/Stocks
- Client Management
- Compliance Management
- Fund Management
- Investments Tracking
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Tax Management Software
- Accounting Software
- Bonds/Stocks
- Client Management
- Compliance Management
- Fund Management
- Investments Tracking
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Tax Management Software
- Cloud-based
- On-premise
- Cloud-based
- On-premise
- Live Online
- Documentation
- Live Online
- Documentation
- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat
