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iBalance vs VestServe
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Learn more
CAD 8,000.00/month
USD 27,500.00/year
Overall
4.0 (4)Overall
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.
Vestserve provides mission critical portfolio management and accounting software and services to asset managers, family offices, hedge funds, mutual funds, endowments and insurance companies.
- Accounting
- Audit Trail
- Client Management
- Compliance Management
- Fund Management
- Investments Tracking
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Scenario Planning
- Accounting
- Audit Trail
- Client Management
- Compliance Management
- Fund Management
- Investments Tracking
- Portfolio Management
- Portfolio Modeling
- Portfolio Rebalancing
- Scenario Planning
- Cloud-based
- On-premises
- Cloud-based
- On-premises
- In Person
- Live Online
- Documentation
- In Person
- Live Online
- Documentation
- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat
- Email/Help Desk
- Phone Support
- 24/7 (Live rep)
- Chat
