17 years helping Australian businesses
choose better software
iBalance vs eMoney Advisor
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
CAD 8,000.00/month
Not provided by vendor
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.
Financial Advisors and Planners, as well as Enterprise firms that want to provide a holistic planning experience for their clients, through the use of full-spectrum financial planning technology.
- Alerts/Notifications
- Audit Trail
- Bonds/Stocks
- Client Management
- Compliance Management
- Compliance Tracking
- Fund Management
- Investments Tracking
- Risk Management
- Scenario Planning
- Alerts/Notifications
- Audit Trail
- Bonds/Stocks
- Client Management
- Compliance Management
- Compliance Tracking
- Fund Management
- Investments Tracking
- Risk Management
- Scenario Planning
- Cloud-based
- On-premises
- Cloud-based
- On-premises
- In Person
- Live Online
- Webinars
- Documentation
- Videos
- In Person
- Live Online
- Webinars
- Documentation
- Videos
- Email/Help Desk
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
