Leading solutions for
Institutional & High-Net Worth
asset management

" We’ve been using iBalance^TM since 2003 and as a consequence our re-balancing time is down significantly and our compliance needs are better met than before. This technology has allowed our firm to focus on our core competence which ultimately benefits our clients. "
         S.Boulé. President Montrusco Bolton

"iBalance^TM is a leading edge product, solving many headaches with regard to rebalancing high-net-worth portfolios and tax optimization. The softTarget team has been very responsive to our requests for added features."
                                 L. Wermenlinger, PM

The investment business is currently experiencing a major shift in the competitive and economic landscape. This is not something new but today, the real challenge is coping with accelerated change. To succeed, an organization must, more than ever, rely on its ability to adapt and respond quickly to changes in products, markets, regulations, expectations, staff, clients needs, etc.

softTarget’s iBalance^TM is a key partner in your ability to react quickly, precisely and consistently. You set the rules (compliance) and objectives (investment strategy) and iBalance^TM actively monitors them for you, sends an alert when needed and generates optimized trading recommendations upon request.

With iBalance^TM you achieve the following key objectives:

• Pre-trade compliance for all your portfolios. More...
• Portfolio Modeling. More...
• Accurate and consistent rebalancing recommendations on  thousands of customized portfolios according to your models. More...
• Fast implementation of your investment strategy.
• Free up time for your best resources by allowing them to perform their duties more efficiently. Do more with less! More...
• Integration with other existing applications. More...
• Workflow automation. More...
• Gain control