---
description: Learn more about iBalance price, benefits, and disadvantages for businesses in New Zealand. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: iBalance Pricing, Reviews & Features - Capterra New Zealand 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [iBalance](/software/21392/ibalance) > [iBalance Alternatives](https://www.capterra.co.nz/alternatives/21392/ibalance)

# Alternatives to iBalance

Canonical: https://www.capterra.co.nz/alternatives/21392/ibalance

> Explore the top alternatives to iBalance. Compare features, ratings, and reviews to find the best software for your needs.

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## Top Alternatives

1. **Orchestra** — 4.8/5 (11 reviews) — Unlock more value for your business through deeper shareholder relationships, share schemes that actually reward employees, and capital
   - [View profile](https://www.capterra.co.nz/software/215575/orchestra)
   - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/215575/ibalance/vs/orchestra)
2. **Unity** — 5.0/5 (3 reviews) — Next-generation multi-asset trading platform supporting all financial instruments and markets, featuring revolutionary design.
   - [View profile](https://www.capterra.co.nz/software/1036792/unity)
   - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/1036792/ibalance/vs/unity)
3. **MRI Property Management** — 4.3/5 (106 reviews) — MRI Software delivers innovative and flexible technology supported by an open and connected ecosystem that liberates real estate companies to elevate their business.
   - [View profile](https://www.capterra.co.nz/software/79570/mri-software)
   - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/79570/ibalance/vs/mri-software)
4. **Morningstar Direct** — 4.1/5 (251 reviews) — Morningstar Direct offers data, research, and tools to help investment professionals make confident decisions and streamline workflows.
   - [View profile](https://www.capterra.co.nz/software/1074481/Morningstar-Direct)
   - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/1074481/ibalance/vs/Morningstar-Direct)
5. **Yardi Investment Manager** — 4.0/5 (9 reviews) — A complete real estate solution to track capital, manage new investment opportunities and provide investors with a branded portal.
   - [View profile](https://www.capterra.co.nz/software/1014495/yardi-investment-manager)
   - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/1014495/ibalance/vs/yardi-investment-manager)
6. **Certent Equity Management** — 4.6/5 (85 reviews) — Increase productivity using rapid data retrieval tools such as filtering, tagging, sorting, and interactive reporting
   - [View profile](https://www.capterra.co.nz/software/130772/certent-equity-management)
   - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/130772/ibalance/vs/certent-equity-management)
7. **Direct Advisory Suite** — 4.8/5 (4 reviews) — All-in-one platform for financial advisors to deliver personalized advice, streamline workflows, and enhance client engagement.
   - [View profile](https://www.capterra.co.nz/software/210603/Direct-Advisory-Suite)
   - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/210603/ibalance/vs/Direct-Advisory-Suite)
8. **Sharesight** — 3.3/5 (3 reviews) — Track your stocks, trades, dividends, stock splits \& more with Sharesight - the award-winning online investment portfolio tracker.
   - [View profile](https://www.capterra.co.nz/software/207519/sharesight)
   - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/207519/ibalance/vs/sharesight)
9. **TOGGLE** — 4.5/5 (12 reviews) — TOGGLE AI alerts you to what might affect your portfolio holdings.
   - [View profile](https://www.capterra.co.nz/software/200059/toggle)
   - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/200059/ibalance/vs/toggle)
10. **FinFolio** — 3.7/5 (9 reviews) — Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
    - [View profile](https://www.capterra.co.nz/software/170305/finfolio)
    - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/170305/ibalance/vs/finfolio)
11. **Pinnakl** — 5.0/5 (3 reviews) — We are in business to help hedge funds win the tech battle by creating software that works better and costs less.
    - [View profile](https://www.capterra.co.nz/software/189442/pinnakl)
    - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/189442/ibalance/vs/pinnakl)
12. **Plaid** — 4.4/5 (105 reviews) — Build a holistic view of your customer's investments
    - [View profile](https://www.capterra.co.nz/software/174384/plaid)
    - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/174384/ibalance/vs/plaid)
13. **Stessa** — 4.5/5 (104 reviews) — Stessa is a software that helps landlords manage rentals by tracking income, expenses, leases, tenant screening, and rent collection.
    - [View profile](https://www.capterra.co.nz/software/181042/stessa)
    - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/181042/ibalance/vs/stessa)
14. **Trade Ideas** — 4.7/5 (37 reviews) — Cloud-based tool that allows users to identify real-time trading opportunities, build strategies, compare stock positions and more.
    - [View profile](https://www.capterra.co.nz/software/1030960/trade-ideas)
    - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/1030960/ibalance/vs/trade-ideas)
15. **Vestwell** — 4.5/5 (75 reviews) — Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans.
    - [View profile](https://www.capterra.co.nz/software/189123/vestwell)
    - [Compare vs iBalance](https://www.capterra.co.nz/compare/21392/189123/ibalance/vs/vestwell)

## Related Categories

- [Investment Management Software](https://www.capterra.co.nz/directory/20010/investment-management/software)
- [Financial Risk Management Software](https://www.capterra.co.nz/directory/20009/financial-risk-management/software)
- [Stock Portfolio Management Software](https://www.capterra.co.nz/directory/31242/stock-portfolio-management/software)

## Links

- [View on Capterra](https://www.capterra.co.nz/alternatives/21392/ibalance)
- [View Product Profile](https://www.capterra.co.nz/software/21392/ibalance)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/alternatives/21392/ibalance> |
| de-AT | <https://www.capterra.at/alternatives/21392/ibalance> |
| de-CH | <https://www.capterra.ch/alternatives/21392/ibalance> |
| en | <https://www.capterra.com/p/21392/iBalance/alternatives/> |
| en-AE | <https://www.capterra.ae/alternatives/21392/ibalance> |
| en-AU | <https://www.capterra.com.au/alternatives/21392/ibalance> |
| en-CA | <https://www.capterra.ca/alternatives/21392/ibalance> |
| en-GB | <https://www.capterra.co.uk/alternatives/21392/ibalance> |
| en-IE | <https://www.capterra.ie/alternatives/21392/ibalance> |
| en-IL | <https://www.capterra.co.il/alternatives/21392/ibalance> |
| en-IN | <https://www.capterra.in/alternatives/21392/ibalance> |
| en-NZ | <https://www.capterra.co.nz/alternatives/21392/ibalance> |
| en-SG | <https://www.capterra.com.sg/alternatives/21392/ibalance> |
| en-ZA | <https://www.capterra.co.za/alternatives/21392/ibalance> |
| fr | <https://www.capterra.fr/alternatives/21392/ibalance> |
| fr-BE | <https://fr.capterra.be/alternatives/21392/ibalance> |
| fr-CA | <https://fr.capterra.ca/alternatives/21392/ibalance> |
| fr-LU | <https://www.capterra.lu/alternatives/21392/ibalance> |

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