---
description: iBalance : qu'en pensent les utilisateurs ? Lisez les avis clients sur iBalance, consultez les prix, tarifs, abonnements et découvrez ses fonctionnalités grâce à Capterra Luxembourg.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: iBalance - Avis, notes, prix et abonnements - Capterra Luxembourg 2026
---

Breadcrumb: [Accueil](/) > [Gestion des investissements](/directory/20010/investment-management/software) > [iBalance](/software/21392/ibalance)

# iBalance

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

> Gestion de portefeuille : gestion de la conformité, modélisation, simulation de scénarios, rééquilibrage de portefeuille, automatisation des flux de travail.
> 
> Conclusion : 4 utilisateurs lui ont donné la note de **4.0/5**. Figure au meilleur classement pour **Support client**.

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## Présentation

### Qui utilise iBalance ?

Pour les gestionnaires de fortune privés et institutionnels, les family offices, les conseillers, etc.

## Statistiques et notes

| Métrique | Notation | En détail |
| **Note globale** | **4.0/5** | 4 Avis |
| Simplicité | 3.8/5 | D'après l'ensemble des avis |
| Support client | 4.5/5 | D'après l'ensemble des avis |
| Rapport qualité-prix |  | D'après l'ensemble des avis |
|  Fonctionnalités |  | D'après l'ensemble des avis |
| Pourcentage de recommandation | - | ( Probabilité de recommander le produit) |

## À propos de l'éditeur

- **Société**: softTarget
- **Fondé**: 2000

## Contexte commercial

- **À partir de**: 8.000,00 $CA
- **Public cible**: 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000, 5.001–10.000, 10.000+
- **Déploiement et plateformes**: Cloud, SaaS, web
- **Pays disponibles**: Canada

##  Fonctionnalités

- Alertes/Notifications
- Bonds/Stocks
- Gestion des clients
- Gestion des portefeuilles
- Gestion des risques
- Rééquilibrage du portefeuille
- Suivi de la conformité
- Suivi des investissements

## Ressources d'aide

- Support 24/7 (réponse directe)

## Category

- [Gestion des investissements](https://www.capterra.lu/directory/20010/investment-management/software)

## Catégories connexes

- [Gestion des investissements](https://www.capterra.lu/directory/20010/investment-management/software)
- [Logiciels de gestion des risques financiers](https://www.capterra.lu/directory/20009/financial-risk-management/software)
- [Logiciels de gestion de portefeuille d'actions](https://www.capterra.lu/directory/31242/stock-portfolio-management/software)

##  Logiciels similaires

1. [Unity](https://www.capterra.lu/software/1036792/unity) — 5.0/5 (3 reviews)
2. [MRI Property Management](https://www.capterra.lu/software/79570/mri-software) — 4.2/5 (94 reviews)
3. [Yardi Investment Manager](https://www.capterra.lu/software/1014495/yardi-investment-manager) — 4.0/5 (9 reviews)
4. [Backstop](https://www.capterra.lu/software/169054/backstop) — 4.3/5 (46 reviews)
5. [Sharesight](https://www.capterra.lu/software/207519/sharesight) — 3.3/5 (3 reviews)

## Avis

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

> **Marc** | *27 juillet 2009*
> 
> **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
> 
> \- 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 juillet 2009*
> 
> **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.
> 
> 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 juillet 2009*
> 
> **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.
> 
> I would recommend it to asset management firms.

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### "EXCELLENT SOLUTION" — 4.0/5

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

## Liens

- [Afficher sur Capterra](https://www.capterra.lu/software/21392/ibalance)

## Cette page est disponible dans les langues suivantes.

| Langue | 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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