Croesus iBalance

Smart rebalancing

Access user-friendly software that manages the inherent complexity behind managing compliant, tailored, and tax-efficient portfolios. Croesus iBalance combines rebalancing with real-time compliance management for private wealth and institutional firms as well as pooled funds.

iBalance

Leverage artificial intelligence

 

Increase your productivity with automation.

  • Ensure portfolio compliance with no extra effort
  • Easily manage models and submodels
  • Synchronize orders, eliminating errors
  • Automate centralized portfolio management and rebalancing
  • Configure your constraints and preferences
  • Benefit from optimal implementation
Croesus iBalance

Aim high, go further

 

Maximize satisfaction

Accommodate your client’s specific needs with tailored portfolios.

Reach your objectives

Offer holistic management of all a household’s related portfolios, including non-traditional and restricted assets.

Develop efficient investment strategies while respecting client constraints.

Increase after-tax return

Improve tax efficiency by optimizing the positioning of securities based on each portfolio’s taxability.

Set capital gains limits and readily use tax-loss harvesting.

Key features

 

Management by household, mandate, or objective

Tax optimization

Compliance checking

Rebalancing

Multi-models

Order and workflow management

Interested?

 

Explore our other sophisticated tools and solutions.

Portfolio management

Portfolio Management

Data analytics

Data Analytics

Professional services

Professional Services

Experience it yourself, see the difference